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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

UGI holding history

Ugi Corp in every 13F filed by Avion Wealth, 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)
14
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2023
Holdings of UGI by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614$00.0%+14NewHolders
Q4 20230$00.0%−43−100.0%Sold outHolders
Q3 202343$00.0%+25+138.9%AddedHolders
Q2 202318$00.0%+5+38.5%AddedHolders
Q1 202313$00.0%+13NewHolders