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Disclosery

Bank of New York Mellon Corp: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bank of New York Mellon Corp on UGI, newest first. How the timeline and the estimate are built.

Bank of New York Mellon Corp held 2,797,324 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,797,324 shares
    Change vs previous 13F -79,573 shares

    0.02% of the 13F portfolio, value $96,619,573.

    13F-HR 0001390777-26-000087 filed by Bank of New York Mellon Corp
    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 2,876,897 shares
    Change vs previous 13F +363,596 shares

    0.02% of the 13F portfolio, value $104,776,599.

    13F-HR 0001390777-26-000061 filed by Bank of New York Mellon Corp
    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 2,513,301 shares
    Change vs previous 13F -43,149 shares

    0.02% of the 13F portfolio, value $94,072,838.

    13F-HR 0001390777-26-000018 filed by Bank of New York Mellon Corp
    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 2,556,450 shares
    Change vs previous 13F -8,098 shares

    0.02% of the 13F portfolio, value $85,027,530.

    13F-HR 0001390777-25-000160 filed by Bank of New York Mellon Corp
    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 2,564,548 shares
    Change vs previous 13F -27,703 shares

    0.02% of the 13F portfolio, value $93,400,842.

    13F-HR 0001390777-25-000119 filed by Bank of New York Mellon Corp
    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 2,592,251 shares
    Change vs previous 13F +56,777 shares

    0.02% of the 13F portfolio, value $85,725,744.

    13F-HR 0001390777-25-000071 filed by Bank of New York Mellon Corp
    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 2,535,474 shares
    Change vs previous 13F -16,543 shares

    0.01% of the 13F portfolio, value $71,576,436.

    13F-HR 0001390777-25-000025 filed by Bank of New York Mellon Corp
    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 2,552,017 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $63,851,460.

    13F-HR 0001390777-24-000137 filed by Bank of New York Mellon Corp
    Filed (acceptance time not in the bulk data set), ingested

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