United Financial Planning Group LLC
Position in EEX — Emerald Holding, Inc.
CIK 2088337
HAUPPAUGE, NY
Position in EEX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$12,925
-$2,947 QoQ
Shares Held
2,866
-19.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#52
of 71 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EEX Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Mar 31, 2026United Financial Planning Group LLC holds $28,845 across 2 Advertising Agencies names. EEX ranks #2 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
|
40 | $15,920 | |
| 2 | EEX |
Emerald Holding, Inc.
This page
|
2,866 | $12,925 |
All Filings in EEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,925 | 2,866 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $15,872 | 3,551 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $18,074 | 3,551 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||