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Livermore
Livermore
ZHEN

Partnership Wealth Management, LLC

SEC CIK
0002010656
Latest filing
Jul 10, 2026

UGI holding history

Ugi Corp in every 13F filed by Partnership Wealth Management, 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 (Q2 2026)
6,750
Value
$233.1K
% of portfolio
0.2%
Quarters held
10
Since Q4 2023
Holdings of UGI by Partnership Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,750$233.1K0.2%00.0%UnchangedHolders
Q1 20266,750$245.8K0.2%00.0%UnchangedHolders
Q4 20256,750$252.7K0.2%00.0%UnchangedHolders
Q3 20256,750$224.5K0.2%00.0%UnchangedHolders
Q2 20256,750$245.8K0.2%00.0%UnchangedHolders
Q1 20256,750$223.2K0.2%+6,750NewHolders
Q4 20240$00.0%−6,750−100.0%Sold outHolders
Q3 20246,750$168.9K0.1%00.0%UnchangedHolders
Q2 20246,750$154.6K0.1%00.0%UnchangedHolders
Q1 20246,750$165.6K0.1%00.0%UnchangedHolders
Q4 20236,750$149.4K0.1%–No prior filingHolders