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Elevated Capital Advisors, LLC: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elevated Capital Advisors, LLC on UGI, newest first. How the timeline and the estimate are built.

Elevated Capital Advisors, LLC held 499 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 499 shares
    Change vs previous 13F -161 shares

    <0.01% of the 13F portfolio, value $17,252.

    13F-HR 0001802387-26-000003 filed by Elevated Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 660 shares
    Change vs previous 13F -9,446 shares

    0.01% of the 13F portfolio, value $24,046.

    13F-HR 0001802387-26-000002 filed by Elevated Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,106 shares
    Change vs previous 13F +2,784 shares

    0.09% of the 13F portfolio, value $378,274.

    13F-HR 0001802387-26-000001 filed by Elevated Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,322 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $243,541.

    13F-HR 0001802387-25-000005 filed by Elevated Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).