Skip to content
Disclosery

LOOMIS SAYLES & CO L P: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LOOMIS SAYLES & CO L P on UGI, newest first. How the timeline and the estimate are built.

LOOMIS SAYLES & CO L P held 884,110 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 884,110 shares
    Change vs previous 13F -62,446 shares

    0.04% of the 13F portfolio, value $30,537,177.

    13F-HR 0000312348-26-000034 filed by LOOMIS SAYLES & CO L P
    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 946,556 shares
    Change vs previous 13F -24,098 shares

    0.05% of the 13F portfolio, value $34,473,559.

    13F-HR 0000312348-26-000026 filed by LOOMIS SAYLES & CO L P
    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 970,654 shares
    Change vs previous 13F +38,598 shares

    0.04% of the 13F portfolio, value $36,331,585.

    13F-HR 0000312348-26-000014 filed by LOOMIS SAYLES & CO L P
    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 932,056 shares
    Change vs previous 13F +49,262 shares

    0.04% of the 13F portfolio, value $31,000,187.

    13F-HR 0000312348-25-000035 filed by LOOMIS SAYLES & CO L P
    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 882,794 shares
    Change vs previous 13F +17,788 shares

    0.04% of the 13F portfolio, value $32,151,363.

    13F-HR 0000312348-25-000028 filed by LOOMIS SAYLES & CO L P
    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 865,006 shares
    Change vs previous 13F +215,192 shares

    0.04% of the 13F portfolio, value $28,605,000.

    13F-HR 0000312348-25-000021 filed by LOOMIS SAYLES & CO L P
    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 649,814 shares
    Change vs previous 13F +649,814 shares

    0.02% of the 13F portfolio, value $18,344,000.

    13F-HR 0000312348-25-000014 filed by LOOMIS SAYLES & CO L P
    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 0 shares
    Change vs previous 13F not available

    13F-HR 0000312348-24-000037 filed by LOOMIS SAYLES & CO L P
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.