Position in UGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,657
-$91 QoQ
Shares Held
48
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#570
of 618 holders
Holding Since
Jun 2025
5 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, 2026Kilter Group LLC holds $12,440 across 7 Utilities - Regulated Gas names. UGI ranks #3 (13.3% 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 | $1,657 | 48 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,748 | 48 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,796 | 48 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,596 | 48 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,748 | 48 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||