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Disclosery

NEEDHAM INVESTMENT MANAGEMENT LLC: UGI position timeline

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

NEEDHAM INVESTMENT MANAGEMENT LLC held 10,000 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 10,000 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $345,400.

    13F-HR 0000919574-26-005153 filed by NEEDHAM INVESTMENT 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 10,000 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $364,200.

    13F-HR 0000919574-26-003133 filed by NEEDHAM INVESTMENT 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 10,000 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $374,300.

    13F-HR 0000919574-26-000997 filed by NEEDHAM INVESTMENT 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 10,000 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $332,600.

    13F-HR 0000919574-25-006767 filed by NEEDHAM INVESTMENT 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 10,000 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $364,200.

    13F-HR 0000919574-25-004664 filed by NEEDHAM INVESTMENT 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 10,000 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $330,700.

    13F-HR 0000919574-25-003041 filed by NEEDHAM INVESTMENT 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 10,000 shares
    Change vs previous 13F -10,000 shares

    0.02% of the 13F portfolio, value $282,300.

    13F-HR 0000919574-25-001161 filed by NEEDHAM INVESTMENT 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 20,000 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $500,400.

    13F-HR 0000919574-24-006457 filed by NEEDHAM INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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