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Livermore
Livermore
ZHEN

BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

UGI holding history

Ugi Corp in every 13F filed by BKD Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UGI overviewAll 13F holders of UGIFull Q2 2026 holdings

Shares (Q2 2026)
8,536
Value
$294.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UGI by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,536$294.8K<0.1%−1,822−17.6%ReducedHolders
Q1 202610,358$377.2K<0.1%+212+2.1%AddedHolders
Q4 202510,146$379.8K<0.1%−53−0.5%ReducedHolders
Q3 202510,199$339.2K<0.1%−791−7.2%ReducedHolders
Q2 202510,990$400.2K<0.1%−1,731−13.6%ReducedHolders
Q1 202512,721$420.7K<0.1%−351−2.7%ReducedHolders
Q4 202413,072$369.0K<0.1%00.0%UnchangedHolders
Q3 202413,072$327.1K<0.1%−524−3.9%ReducedHolders
Q2 202413,596$311.4K<0.1%+1,923+16.5%AddedHolders
Q1 202411,673$286.5K<0.1%+1,751+17.6%AddedHolders
Q4 20239,922$244.1K<0.1%+1,208+13.9%AddedHolders
Q3 20238,714$200.4K<0.1%−4,274−32.9%ReducedHolders
Q2 202312,988$350.3K<0.1%+5,249+67.8%AddedHolders
Q1 20237,739$269.0K<0.1%00.0%UnchangedHolders
Q4 20227,739$286.9K<0.1%+56+0.7%AddedHolders
Q3 20227,683$248.0K<0.1%+228+3.1%AddedHolders
Q2 20227,455$288.0K<0.1%+617+9.0%AddedHolders
Q1 20226,838$248.0K<0.1%+627+10.1%AddedHolders
Q4 20216,211$285.0K<0.1%+145+2.4%AddedHolders
Q3 20216,066$259.0K<0.1%+253+4.4%AddedHolders
Q2 20215,813$269.0K<0.1%−587−9.2%ReducedHolders
Q1 20216,400$262.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.