United Financial Planning Group LLC
Position in CSL — Carlisle Companies Inc
CIK 2088337
HAUPPAUGE, NY
Position in CSL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,255
+$583 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#728
of 792 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSL Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026United Financial Planning Group LLC holds $27,700 across 4 Building Products & Equipment names. CSL ranks #2 (26.2% of the industry book) .
All Filings in CSL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,255 | 20 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,672 | 20 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||