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Lauer Wealth, LLC

SEC CIK
0001860063
Latest filing
Jul 15, 2026

UGI holding history

Ugi Corp in every 13F filed by Lauer Wealth, LLC, 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2024
Holdings of UGI by Lauer Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−6,333−100.0%Sold outHolders
Q2 20256,333$222.5K0.2%−703−10.0%ReducedHolders
Q1 20257,036$230.4K0.2%−104−1.5%ReducedHolders
Q4 20247,140$201.6K0.1%+7,140NewHolders