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CANADA LIFE ASSURANCE Co: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CANADA LIFE ASSURANCE Co on UGI, newest first. How the timeline and the estimate are built.

CANADA LIFE ASSURANCE Co held 138,483 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,483 shares
    Change vs previous 13F -1,920 shares

    0.01% of the 13F portfolio, value $4,781,000.

    13F-HR 0001046192-26-000012 filed by CANADA LIFE ASSURANCE Co
    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 140,403 shares
    Change vs previous 13F +474 shares

    0.01% of the 13F portfolio, value $5,121,000.

    13F-HR 0001046192-26-000009 filed by CANADA LIFE ASSURANCE Co
    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 139,929 shares
    Change vs previous 13F -1,981 shares

    0.01% of the 13F portfolio, value $5,238,000.

    13F-HR 0001046192-26-000002 filed by CANADA LIFE ASSURANCE Co
    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 141,910 shares
    Change vs previous 13F +2,691 shares

    0.01% of the 13F portfolio, value $4,706,000.

    13F-HR 0001046192-25-000019 filed by CANADA LIFE ASSURANCE Co
    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 139,219 shares
    Change vs previous 13F -1,661 shares

    0.01% of the 13F portfolio, value $5,072,000.

    13F-HR 0001046192-25-000013 filed by CANADA LIFE ASSURANCE Co
    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 140,880 shares
    Change vs previous 13F -13,355 shares

    0.01% of the 13F portfolio, value $4,660,000.

    13F-HR 0001046192-25-000007 filed by CANADA LIFE ASSURANCE Co
    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 154,235 shares
    Change vs previous 13F -3,552 shares

    0.01% of the 13F portfolio, value $4,356,000.

    13F-HR 0001046192-25-000002 filed by CANADA LIFE ASSURANCE Co
    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 157,787 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,945,000.

    13F-HR 0001046192-24-000018 filed by CANADA LIFE ASSURANCE Co
    Filed (acceptance time not in the bulk data set), ingested

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