Position in UGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,763
+$797 QoQ
Shares Held
80
+48.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#561
of 616 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026IMA Advisory Services, Inc. holds $46,563 across 4 Utilities - Regulated Gas names. UGI ranks #3 (5.9% of the industry book) .
All Filings in UGI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,763 | 80 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,966 | 54 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,304 | 115 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $199 | 6 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $218 | 6 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||