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United Financial Planning Group LLC

Position in BWA — Borgwarner Inc

CIK 2088337 HAUPPAUGE, NY

Position in BWA

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$10,823
+$1,979 QoQ
Shares Held
163
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#724
of 815 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BWA Over Time

Shares Held

Position Value (USD)

Position in Auto Parts

Consumer Cyclical · as of Jun 30, 2026

United Financial Planning Group LLC holds $32,033 across 4 Auto Parts names. BWA ranks #2 (33.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 BWA
Borgwarner Inc
This page
163 $10,823

All Filings in BWA

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,823 163
2026-03-31 $8,844 163