United Financial Planning Group LLC
Position in GS — Goldman Sachs Group Inc
CIK 2088337
HAUPPAUGE, NY
Position in GS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$78,886
+$12,899 QoQ
Shares Held
78
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,964
of 3,125 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026United Financial Planning Group LLC holds $223,111 across 5 Capital Markets names. GS ranks #2 (35.4% of the industry book) .
All Filings in GS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,886 | 78 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $65,987 | 78 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $102,843 | 117 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $132,194 | 166 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||