United Financial Planning Group LLC

Position in AM — Antero Midstream Corp

CIK 2088337 HAUPPAUGE, NY

Position in AM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$5,050

-$11 QoQ

Shares Held

222

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#463

of 527 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

United Financial Planning Group LLC holds $52,917 across 5 Oil & Gas Midstream names. AM ranks #4 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PBT	Permian Basin Royalty Trust	1,000	$25,040
2	WMB	Williams Companies, Inc.	147	$10,927
3	LNG	Cheniere Energy, Inc.	32	$7,648
4	AM	Antero Midstream Corp This page	222	$5,050
5	KMI	Kinder Morgan, Inc.	133	$4,252

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,050	222	0.0%	Shares	Sole	2026-08-06
2026-03-31	$5,061	222	+1380.0%	Shares	Sole	2026-05-08
2025-12-31	$266	15	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.