United Financial Planning Group LLC
Position in AEM — Agnico Eagle Mines Ltd
CIK 2088337
HAUPPAUGE, NY
Position in AEM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$156,681
-$14,544 QoQ
Shares Held
1,010
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#861
of 1,052 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026United Financial Planning Group LLC holds $1,072,401 across 4 Gold names. AEM ranks #3 (14.6% of the industry book) .
All Filings in AEM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,681 | 1,010 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $171,225 | 1,010 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $170,245 | 1,010 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||