Position in B
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$434,479
-$363,531 QoQ
Shares Held
11,829
-35.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#607
of 1,004 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in B 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. B ranks #2 (40.5% of the industry book) .
All Filings in B
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,479 | 11,829 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $798,010 | 18,324 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $848,284 | 25,886 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||