United Financial Planning Group LLC
Position in COST — Costco Wholesale Corp /New
CIK 2088337
HAUPPAUGE, NY
Position in COST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$16,838
-$1,097 QoQ
Shares Held
18
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#4,135
of 4,177 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COST Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026United Financial Planning Group LLC holds $1,085,956 across 3 Discount Stores names. COST ranks #2 (1.6% of the industry book) .
All Filings in COST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,838 | 18 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $17,935 | 18 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $15,522 | 18 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $11,107 | 12 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||