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Disclosery

HSBC HOLDINGS PLC: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HSBC HOLDINGS PLC on UGI, newest first. How the timeline and the estimate are built.

HSBC HOLDINGS PLC held 29,451 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 29,451 shares
    Change vs previous 13F -5,146 shares

    <0.01% of the 13F portfolio, value $1,016,023.

    13F-HR 0000873630-26-000004 filed by HSBC HOLDINGS PLC
    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 34,597 shares
    Change vs previous 13F -43,185 shares

    <0.01% of the 13F portfolio, value $1,260,818.

    13F-HR 0000873630-26-000003 filed by HSBC HOLDINGS PLC
    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/A 77,782 shares
    Change vs previous 13F +49,325 shares

    <0.01% of the 13F portfolio, value $2,915,136.

    13F-HR/A 0000873630-26-000002 filed by HSBC HOLDINGS PLC
    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 28,457 shares
    Change vs previous 13F -83,510 shares

    <0.01% of the 13F portfolio, value $945,966.

    13F-HR 0000873630-25-000009 filed by HSBC HOLDINGS PLC
    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 111,967 shares
    Change vs previous 13F -265,549 shares

    <0.01% of the 13F portfolio, value $4,077,030.

    13F-HR 0000873630-25-000007 filed by HSBC HOLDINGS PLC
    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 377,516 shares
    Change vs previous 13F -64,489 shares

    0.01% of the 13F portfolio, value $12,472,361.

    13F-HR 0000873630-25-000002 filed by HSBC HOLDINGS PLC
    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 442,005 shares
    Change vs previous 13F +39,780 shares

    0.01% of the 13F portfolio, value $12,445,119.

    13F-HR 0000873630-25-000001 filed by HSBC HOLDINGS PLC
    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 402,225 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,069,807.

    13F-HR 0000873630-24-000004 filed by HSBC HOLDINGS PLC
    Filed (acceptance time not in the bulk data set), ingested

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