Turtle Creek Wealth Advisors, LLC

SEC CIK: 0002007171
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

UGI holding history

Ugi Corp in every 13F filed by Turtle Creek Wealth Advisors, 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 (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q4 2023

Holdings of UGI by Turtle Creek Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−2,596−100.0%	Sold out	Holders
Q4 2023	2,596	$63.9K	<0.1%	–	No prior filing	Holders