United Financial Planning Group LLC
Position in AFG — American Financial Group Inc
CIK 2088337
HAUPPAUGE, NY
Position in AFG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,198
+$367 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#472
of 515 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026United Financial Planning Group LLC holds $29,067 across 3 Insurance - Property & Casualty names. AFG ranks #3 (14.4% of the industry book) .
All Filings in AFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,198 | 30 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,831 | 30 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||