Diversify Advisory Services, LLC

SEC CIK: 0002021232
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

UGI holding history

Ugi Corp in every 13F filed by Diversify Advisory Services, 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 2026): 9,840
Value: $363.0K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2025

Holdings of UGI by Diversify Advisory Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	9,840	$363.0K	<0.1%	+9,840	New	Holders
Q2 2025	0	$0	0.0%	−6,609−100.0%	Sold out	Holders
Q1 2025	6,609	$216.4K	<0.1%	+6,609	New	Holders