Consolidated Planning Corp

SEC CIK: 0001805250
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

UGI holding history

Ugi Corp in every 13F filed by Consolidated Planning Corp, 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): 38,564
Value: $1.33M
% of portfolio: 0.2%
Quarters held: 4; Since Q3 2025

Holdings of UGI by Consolidated Planning Corp, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	38,564	$1.33M	0.2%	+775+2.1%	Added	Holders
Q1 2026	37,789	$1.38M	0.2%	+3,718+10.9%	Added	Holders
Q4 2025	34,071	$1.28M	0.1%	+3,173+10.3%	Added	Holders
Q3 2025	30,898	$1.03M	0.1%	+30,898	New	Holders