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BANK OF AMERICA CORP /DE/: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF AMERICA CORP /DE/ on UGI, newest first. How the timeline and the estimate are built.

BANK OF AMERICA CORP /DE/ held 895,457 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 895,457 shares
    Change vs previous 13F +125,580 shares

    <0.01% of the 13F portfolio, value $30,929,083.

    13F-HR 0000070858-26-000442 filed by BANK OF AMERICA CORP /DE/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 769,877 shares
    Change vs previous 13F -21,088 shares

    <0.01% of the 13F portfolio, value $28,038,912.

    13F-HR 0000070858-26-000315 filed by BANK OF AMERICA CORP /DE/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 790,965 shares
    Change vs previous 13F -297,676 shares

    <0.01% of the 13F portfolio, value $29,605,813.

    13F-HR 0000070858-26-000116 filed by BANK OF AMERICA CORP /DE/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 1,088,641 shares
    Change vs previous 13F +58,466 shares

    <0.01% of the 13F portfolio, value $36,208,200.

    13F-HR/A 0000070858-26-000025 filed by BANK OF AMERICA CORP /DE/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,030,175 shares
    Change vs previous 13F +25,508 shares

    <0.01% of the 13F portfolio, value $37,518,973.

    13F-HR 0000070858-25-000319 filed by BANK OF AMERICA CORP /DE/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,004,667 shares
    Change vs previous 13F +71,478 shares

    <0.01% of the 13F portfolio, value $33,224,338.

    13F-HR 0000070858-25-000229 filed by BANK OF AMERICA CORP /DE/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 933,189 shares
    Change vs previous 13F -954,614 shares

    <0.01% of the 13F portfolio, value $26,343,926.

    13F-HR 0000070858-25-000101 filed by BANK OF AMERICA CORP /DE/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 1,887,803 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $47,232,830.

    13F-HR 0001102113-24-000030 filed by BANK OF AMERICA CORP /DE/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).