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CIBC Bancorp USA Inc.: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CIBC Bancorp USA Inc. on UGI, newest first. How the timeline and the estimate are built.

CIBC Bancorp USA Inc. held 46,087 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 46,087 shares
    Change vs previous 13F +2,203 shares

    <0.01% of the 13F portfolio, value $1,579,752.

    13F-HR 0001298088-26-000018 filed by CIBC Bancorp USA Inc.
    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 43,884 shares
    Change vs previous 13F +33,067 shares

    <0.01% of the 13F portfolio, value $1,598,252.

    13F-HR 0001298088-26-000011 filed by CIBC Bancorp USA Inc.
    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 10,817 shares
    Change vs previous 13F +6,912 shares

    <0.01% of the 13F portfolio, value $404,875.

    13F-HR 0001298088-26-000003 filed by CIBC Private Wealth Group LLC
    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 3,905 shares
    Change vs previous 13F +1,889 shares

    <0.01% of the 13F portfolio, value $129,875.

    13F-HR 0001298088-25-000031 filed by CIBC Private Wealth Group LLC
    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 2,016 shares
    Change vs previous 13F -1,032 shares

    <0.01% of the 13F portfolio, value $73,419.

    13F-HR 0001298088-25-000014 filed by CIBC Private Wealth Group LLC
    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 3,048 shares
    Change vs previous 13F -1,768 shares

    <0.01% of the 13F portfolio, value $91,985.

    13F-HR 0001298088-25-000009 filed by CIBC Private Wealth Group LLC
    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 4,816 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $137,205.

    13F-HR 0001298088-25-000002 filed by CIBC Private Wealth Group LLC
    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 4,816 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $120,494.

    13F-HR 0001298088-24-000025 filed by CIBC Private Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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