RIA Advisory Group LLC

SEC CIK: 0001958384
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

UGI holding history

Ugi Corp in every 13F filed by RIA Advisory Group 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 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2022

Holdings of UGI by RIA Advisory Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−21,714−100.0%	Sold out	Holders
Q1 2023	21,714	$754.8K	0.3%	+4,356+25.1%	Added	Holders
Q4 2022	17,358	$629.8K	0.4%	–	No prior filing	Holders