Position in APP
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$15,920
+$1,096 QoQ
Shares Held
40
+81.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Mar 31, 2026United Financial Planning Group LLC holds $28,845 across 2 Advertising Agencies names. APP ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
40 | $15,920 | |
| 2 | EEX |
Emerald Holding, Inc.
|
2,866 | $12,925 |
All Filings in APP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,920 | 40 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $14,824 | 22 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||