Continuum Advisory, LLC

SEC CIK: 0001846532
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

UGI holding history

Ugi Corp in every 13F filed by Continuum Advisory, 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): 1,064
Value: $36.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2024

Holdings of UGI by Continuum Advisory, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,064	$36.8K	<0.1%	+1,064	New	Holders
Q2 2025	0	$0	0.0%	−268−100.0%	Sold out	Holders
Q1 2025	268	$8.86K	<0.1%	−60−18.3%	Reduced	Holders
Q4 2024	328	$9.26K	<0.1%	+328	New	Holders