United Financial Planning Group LLC
Position in COF — Capital One Financial Corp
CIK 2088337
HAUPPAUGE, NY
Position in COF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$21,867
+$1,983 QoQ
Shares Held
109
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,966
of 2,096 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026United Financial Planning Group LLC holds $487,367 across 4 Credit Services names. COF ranks #3 (4.5% of the industry book) .
All Filings in COF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,867 | 109 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $19,884 | 109 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $11,633 | 48 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,203 | 48 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||