United Financial Planning Group LLC
Position in FIX — Comfort Systems USA Inc
CIK 2088337
HAUPPAUGE, NY
Position in FIX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,963
+$1,206 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,312
of 1,341 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026United Financial Planning Group LLC holds $64,618 across 6 Engineering & Construction names. FIX ranks #5 (6.1% of the industry book) .
All Filings in FIX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,963 | 2 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,757 | 2 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,866 | 2 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||