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WELLINGTON MANAGEMENT GROUP LLP: UGI position timeline

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

WELLINGTON MANAGEMENT GROUP LLP held 567,102 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 567,102 shares
    Change vs previous 13F +157,640 shares

    <0.01% of the 13F portfolio, value $19,587,704.

    13F-HR 0000902219-26-000311 filed by WELLINGTON MANAGEMENT GROUP LLP
    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 409,462 shares
    Change vs previous 13F -16,831 shares

    <0.01% of the 13F portfolio, value $14,912,605.

    13F-HR 0000902219-26-000209 filed by WELLINGTON MANAGEMENT GROUP LLP
    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 426,293 shares
    Change vs previous 13F +3,324 shares

    <0.01% of the 13F portfolio, value $15,956,147.

    13F-HR 0000902219-26-000103 filed by WELLINGTON MANAGEMENT GROUP LLP
    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 422,969 shares
    Change vs previous 13F -16,079 shares

    <0.01% of the 13F portfolio, value $14,067,949.

    13F-HR 0000902219-25-000462 filed by WELLINGTON MANAGEMENT GROUP LLP
    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 439,048 shares
    Change vs previous 13F -197,965 shares

    <0.01% of the 13F portfolio, value $15,990,128.

    13F-HR 0000902219-25-000356 filed by WELLINGTON MANAGEMENT GROUP LLP
    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 637,013 shares
    Change vs previous 13F +62,918 shares

    <0.01% of the 13F portfolio, value $21,066,019.

    13F-HR 0000902219-25-000242 filed by WELLINGTON MANAGEMENT GROUP LLP
    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/A 574,095 shares
    Change vs previous 13F -8,160 shares

    <0.01% of the 13F portfolio, value $16,206,701.

    13F-HR 0000902219-25-000131 filed by WELLINGTON MANAGEMENT GROUP LLP
    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 582,255 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,568,020.

    13F-HR 0000902219-24-000498 filed by WELLINGTON MANAGEMENT GROUP LLP
    Filed (acceptance time not in the bulk data set), ingested

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