Position in FTI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,138
New position
Shares Held
168
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#725
of 813 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026United Financial Planning Group LLC holds $43,626 across 4 Oil & Gas Equipment & Services names. FTI ranks #2 (25.5% of the industry book) .
All Filings in FTI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,138 | 168 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||