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MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC on UGI, newest first. How the timeline and the estimate are built.

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC held 79,594 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,594 shares
    Change vs previous 13F -2,659 shares

    0.03% of the 13F portfolio, value $2,749,177.

    13F-HR 0001193125-26-344206 filed by MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
    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 82,253 shares
    Change vs previous 13F -7,193 shares

    0.03% of the 13F portfolio, value $2,995,654.

    13F-HR 0000922127-26-000004 filed by MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
    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 89,446 shares
    Change vs previous 13F -9,812 shares

    0.04% of the 13F portfolio, value $3,347,964.

    13F-HR 0001193125-26-044366 filed by MUTUAL OF AMERICA CAPITAL MANAGEMENT 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 99,258 shares
    Change vs previous 13F -7,384 shares

    0.03% of the 13F portfolio, value $3,301,321.

    13F-HR 0001193125-25-260483 filed by MUTUAL OF AMERICA CAPITAL MANAGEMENT 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 106,642 shares
    Change vs previous 13F -3,918 shares

    0.04% of the 13F portfolio, value $3,883,902.

    13F-HR 0000950123-25-006737 filed by MUTUAL OF AMERICA CAPITAL MANAGEMENT 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/A 110,560 shares
    Change vs previous 13F -2,847 shares

    0.04% of the 13F portfolio, value $3,656,219.

    13F-HR/A 0000950123-25-004490 filed by MUTUAL OF AMERICA CAPITAL MANAGEMENT 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 113,407 shares
    Change vs previous 13F -2,621 shares

    0.03% of the 13F portfolio, value $3,201,480.

    13F-HR 0000950123-25-000923 filed by MUTUAL OF AMERICA CAPITAL MANAGEMENT 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 116,028 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,903,021.

    13F-HR 0000950123-24-010457 filed by MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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