BFSG, LLC

SEC CIK: 0001706836
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

UGI holding history

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

UGI overview All 13F holders of UGI Full Q2 2026 holdings

Shares (Q2 2026): 6,467
Value: $223.4K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of UGI by BFSG, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,467	$223.4K	<0.1%	+430+7.1%	Added	Holders
Q1 2026	6,037	$219.9K	<0.1%	+50+0.8%	Added	Holders
Q4 2025	5,987	$224.1K	<0.1%	+1,457+32.2%	Added	Holders
Q3 2025	4,530	$150.7K	<0.1%	+4,530	New	Holders