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STATE STREET CORP: UGI position timeline

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

STATE STREET CORP held 6,869,984 UGI shares at 2026-06-30 per its 13F-HR/A filed 2026-09-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 6,869,984 shares
    Change vs previous 13F +120,897 shares

    0.01% of the 13F portfolio, value $239,840,926.

    13F-HR/A 0000093751-26-000583 filed by STATE STREET CORP
    Accepted , ingested

  2. period ended2026-03-31
    13F 6,749,087 shares
    Change vs previous 13F -2,332,578 shares

    0.01% of the 13F portfolio, value $248,306,201.

    13F-HR 0000093751-26-000315 filed by STATE STREET CORP
    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 9,081,665 shares
    Change vs previous 13F -391,975 shares

    0.01% of the 13F portfolio, value $343,306,188.

    13F-HR 0000093751-26-000100 filed by STATE STREET CORP
    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 9,473,640 shares
    Change vs previous 13F -224,437 shares

    0.01% of the 13F portfolio, value $318,602,622.

    13F-HR 0000093751-25-000651 filed by STATE STREET CORP
    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 9,698,077 shares
    Change vs previous 13F +312,176 shares

    0.01% of the 13F portfolio, value $356,800,244.

    13F-HR 0000093751-25-000521 filed by STATE STREET CORP
    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 9,385,901 shares
    Change vs previous 13F -500,361 shares

    0.01% of the 13F portfolio, value $313,862,676.

    13F-HR 0000093751-25-000351 filed by STATE STREET CORP
    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 9,886,262 shares
    Change vs previous 13F +673,193 shares

    0.01% of the 13F portfolio, value $282,768,520.

    13F-HR 0000093751-25-000123 filed by STATE STREET CORP
    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 9,213,069 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $233,919,424.

    13F-HR 0000093751-24-000933 filed by STATE STREET CORP
    Filed (acceptance time not in the bulk data set), ingested

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