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Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

UGI holding history

Ugi Corp in every 13F filed by Capital Analysts, 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 (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2021
Holdings of UGI by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−63−100.0%Sold outHolders
Q4 202163$3.00K<0.1%00.0%UnchangedHolders
Q3 202163$3.00K<0.1%+63NewHolders