Position in UGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$518
-$1,448 QoQ
Shares Held
15
-72.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#594
of 616 holders
Holding Since
Sep 2025
4 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, 2026WealthCollab, LLC holds $54,828 across 4 Utilities - Regulated Gas names. UGI ranks #4 (0.9% of the industry book) .
All Filings in UGI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518 | 15 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $1,966 | 54 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,021 | 54 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $1,796 | 54 | Shares | Defined | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||