Position in UGI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$36,750
+$27,888 QoQ
Shares Held
1,064
+297.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#488
of 618 holders
Holding Since
Dec 2024
3 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, 2026Continuum Advisory, LLC holds $253,073 across 5 Utilities - Regulated Gas names. UGI ranks #3 (14.5% of the industry book) .
All Filings in UGI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,750 | 1,064 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $8,862 | 268 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $9,259 | 328 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||