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TL Private Wealth

SEC CIK
0001802868
Latest filing
Jul 8, 2026

UGI holding history

Ugi Corp in every 13F filed by TL Private 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of UGI by TL Private Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−9,935−100.0%Sold outHolders
Q1 20239,935$345.3K0.2%00.0%UnchangedHolders
Q4 20229,935$396.9K0.2%00.0%UnchangedHolders
Q3 20229,935$324.0K0.2%00.0%UnchangedHolders
Q2 20229,935$395.0K0.2%00.0%UnchangedHolders
Q1 20229,935$355.0K0.2%00.0%UnchangedHolders
Q4 20219,935$441.0K0.2%00.0%UnchangedHolders
Q3 20219,935$444.0K0.2%00.0%UnchangedHolders
Q2 20219,935$460.0K0.3%00.0%UnchangedHolders
Q1 20219,935$424.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.