Position in UGI
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$4,006
-$218 QoQ
Shares Held
116
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#556
of 618 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Cedar Mountain Advisors, LLC holds $426,591 across 5 Utilities - Regulated Gas names. UGI ranks #5 (0.9% of the industry book) .
All Filings in UGI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,006 | 116 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $4,224 | 116 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||