United Financial Planning Group LLC
Position in EL — Estee Lauder Companies Inc
CIK 2088337
HAUPPAUGE, NY
Position in EL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,184
New position
Shares Held
91
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#696
of 823 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026United Financial Planning Group LLC holds $38,858 across 2 Household & Personal Products names. EL ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
216 | $31,674 | |
| 2 | EL |
Estee Lauder Companies Inc
This page
|
91 | $7,184 |
All Filings in EL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,184 | 91 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||