United Financial Planning Group LLCETFConcentrated trader

CIK: 0002088337 | HAUPPAUGE, NY

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	402	$199.1M	2026-11-04	SEC ↗
Q2 2026	13F-HR	465	$196.9M	2026-08-06	SEC ↗
Q1 2026	13F-HR	462	$169.2M	2026-05-08	SEC ↗
Q4 2025	13F-HR	487	$164.8M	2026-02-11	SEC ↗
Q3 2025	13F-HR	230	$158.9M	2025-11-13	SEC ↗