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Benjamin Edwards Inc

SEC CIK
0001451623
Latest filing
Jul 24, 2026

UGI holding history

Ugi Corp in every 13F filed by Benjamin Edwards Inc, 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)
10,238
Value
$353.6K
% of portfolio
<0.1%
Quarters held
5
Since Q3 2021
Holdings of UGI by Benjamin Edwards Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,238$353.6K<0.1%+2,462+31.7%AddedHolders
Q1 20267,776$283.2K<0.1%+1,430+22.5%AddedHolders
Q4 20256,346$237.5K<0.1%+6,346NewHolders
Q1 20220$00.0%−1,617−100.0%Sold outHolders
Q4 20211,617$74.0K<0.1%+1,273+370.1%AddedHolders
Q3 2021344$15.0K<0.1%+344NewHolders