GEODE CAPITAL MANAGEMENT, LLC: UGI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GEODE CAPITAL MANAGEMENT, LLC on UGI, newest first. How the timeline and the estimate are built.
GEODE CAPITAL MANAGEMENT, LLC held 4,543,038 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 4,543,038 sharesChange vs previous 13F +50,905 shares
0.01% of the 13F portfolio, value $156,951,666.
13F-HR 0001214717-26-000008 filed by GEODE CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,492,133 sharesChange vs previous 13F +149,456 shares
0.01% of the 13F portfolio, value $163,639,787.
13F-HR 0001214717-26-000006 filed by GEODE CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,342,677 sharesChange vs previous 13F -132,367 shares
0.01% of the 13F portfolio, value $162,577,770.
13F-HR 0001214717-26-000003 filed by GEODE CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,475,044 sharesChange vs previous 13F +236,906 shares
0.01% of the 13F portfolio, value $148,864,438.
13F-HR 0001214717-25-000016 filed by GEODE CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,238,138 sharesChange vs previous 13F -37,599 shares
0.01% of the 13F portfolio, value $154,375,899.
13F-HR 0001214717-25-000012 filed by GEODE CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,275,737 sharesChange vs previous 13F -783,261 shares
0.01% of the 13F portfolio, value $141,437,813.
13F-HR 0001214717-25-000006 filed by GEODE CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,058,998 sharesChange vs previous 13F +296,028 shares
0.01% of the 13F portfolio, value $157,199,543.
13F-HR 0001214717-25-000003 filed by GEODE CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,762,970 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $127,245,985.
13F-HR 0001214717-24-000014 filed by GEODE CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).