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TIAA: UGI position timeline

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

TIAA held 575,518 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 575,518 shares
    Change vs previous 13F -15,169 shares

    <0.01% of the 13F portfolio, value $19,878,390.

    13F-HR 0000930413-26-002447 filed by Nuveen, 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 590,687 shares
    Change vs previous 13F +3,695 shares

    0.01% of the 13F portfolio, value $21,512,820.

    13F-HR 0000930413-26-001390 filed by Nuveen, 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 586,992 shares
    Change vs previous 13F +20,147 shares

    0.01% of the 13F portfolio, value $21,971,110.

    13F-HR 0000930413-26-000405 filed by Nuveen, 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 566,845 shares
    Change vs previous 13F -6,061 shares

    <0.01% of the 13F portfolio, value $18,853,264.

    13F-HR 0000930413-25-003416 filed by Nuveen, 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 572,906 shares
    Change vs previous 13F -61,743 shares

    0.01% of the 13F portfolio, value $20,865,237.

    13F-HR 0000930413-25-002413 filed by Nuveen, 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 634,649 shares
    Change vs previous 13F +16,516 shares

    0.01% of the 13F portfolio, value $20,987,843.

    13F-HR 0000930413-25-001717 filed by Nuveen, 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 618,133 shares
    Change vs previous 13F -8,683 shares

    <0.01% of the 13F portfolio, value $17,449,895.

    13F-HR 0000930413-25-000580 filed by Nuveen Asset 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 626,816 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,788,730.

    13F-HR 0000930413-24-003166 filed by Nuveen Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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