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Sierra Summit Advisors LLC

SEC CIK
0002012614
Latest filing
Jul 20, 2026

UGI holding history

Ugi Corp in every 13F filed by Sierra Summit Advisors 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)
25,475
Value
$879.9K
% of portfolio
0.1%
Quarters held
2
Since Q4 2025
Holdings of UGI by Sierra Summit Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,475$879.9K0.1%+25,475NewHolders
Q1 20260$00.0%−26,443−100.0%Sold outHolders
Q4 202526,443$989.8K0.2%+26,443NewHolders