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United Financial Planning Group LLC

Position in ACM — Aecom

CIK 2088337 HAUPPAUGE, NY

Position in ACM

as of Mar 31, 2026 · filed May 8, 2026
Position Value
$9,415
+$2,933 QoQ
Shares Held
111
+63.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ACM Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

United Financial Planning Group LLC holds $64,618 across 6 Engineering & Construction names.

# Ticker Company Shares Value (USD) Open

All Filings in ACM

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $9,415 111
2025-12-31 $6,482 68