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NEUBERGER BERMAN GROUP LLC: UGI position timeline

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

NEUBERGER BERMAN GROUP LLC held 8,201,866 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,201,866 shares
    Change vs previous 13F -225,301 shares

    0.19% of the 13F portfolio, value $283,292,442.

    13F-HR 0001465109-26-000068 filed by NEUBERGER BERMAN GROUP 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 8,427,167 shares
    Change vs previous 13F +1,093,158 shares

    0.23% of the 13F portfolio, value $307,043,392.

    13F-HR 0001465109-26-000030 filed by NEUBERGER BERMAN GROUP 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 7,334,009 shares
    Change vs previous 13F +3,795,046 shares

    0.2% of the 13F portfolio, value $274,511,958.

    13F-HR 0001465109-26-000010 filed by NEUBERGER BERMAN GROUP 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 3,538,963 shares
    Change vs previous 13F +262,170 shares

    0.09% of the 13F portfolio, value $117,705,920.

    13F-HR 0001465109-25-000020 filed by NEUBERGER BERMAN GROUP 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/A 3,276,793 shares
    Change vs previous 13F +288,975 shares

    0.09% of the 13F portfolio, value $119,340,801.

    13F-HR/A 0001415889-25-022914 filed by NEUBERGER BERMAN GROUP 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 2,987,818 shares
    Change vs previous 13F +1,427,553 shares

    0.08% of the 13F portfolio, value $98,807,141.

    13F-HR 0001415889-25-012711 filed by NEUBERGER BERMAN GROUP 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 1,560,265 shares
    Change vs previous 13F +1,530,911 shares

    0.03% of the 13F portfolio, value $44,046,281.

    13F-HR 0001415889-25-003860 filed by NEUBERGER BERMAN GROUP 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 29,354 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $734,437.

    13F-HR 0001415889-24-026827 filed by NEUBERGER BERMAN GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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