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Ellevest, Inc.

SEC CIK
0001644128
Latest filing
Aug 10, 2026

UGI holding history

Ugi Corp in every 13F filed by Ellevest, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2025
Holdings of UGI by Ellevest, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−7,067−100.0%Sold outHolders
Q3 20257,067$235.0K<0.1%+7,067NewHolders