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Disclosery

Invesco Ltd.: UGI position timeline

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

Invesco Ltd. held 3,050,658 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 3,050,658 shares
    Change vs previous 13F +310,589 shares

    0.01% of the 13F portfolio, value $105,369,727.

    13F-HR 0000914208-26-000343 filed by Invesco Ltd.
    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/A 2,740,069 shares
    Change vs previous 13F -746,263 shares

    0.01% of the 13F portfolio, value $99,793,313.

    13F-HR 0000914208-26-000193 filed by Invesco Ltd.
    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 3,486,332 shares
    Change vs previous 13F +31,745 shares

    0.01% of the 13F portfolio, value $130,493,407.

    13F-HR 0000914208-26-000071 filed by Invesco Ltd.
    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 3,454,587 shares
    Change vs previous 13F +2,192,146 shares

    0.02% of the 13F portfolio, value $114,899,563.

    13F-HR 0000914208-25-000430 filed by Invesco Ltd.
    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 1,262,441 shares
    Change vs previous 13F -103,111 shares

    0.01% of the 13F portfolio, value $45,978,102.

    13F-HR 0000914208-25-000341 filed by Invesco Ltd.
    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 1,365,552 shares
    Change vs previous 13F -364,519 shares

    0.01% of the 13F portfolio, value $45,158,807.

    13F-HR 0000914208-25-000230 filed by Invesco Ltd.
    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 1,730,071 shares
    Change vs previous 13F -378,373 shares

    0.01% of the 13F portfolio, value $48,839,904.

    13F-HR 0000914208-25-000103 filed by Invesco Ltd.
    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 2,108,444 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $52,753,269.

    13F-HR 0000914208-24-000547 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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