United Financial Planning Group LLC
Position in IP — International Paper Co /New/
CIK 2088337
HAUPPAUGE, NY
Position in IP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,524
+$348 QoQ
Shares Held
145
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#750
of 850 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IP Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026United Financial Planning Group LLC holds $18,105 across 3 Packaging & Containers names. IP ranks #2 (30.5% of the industry book) .
All Filings in IP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,524 | 145 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,176 | 145 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $14,377 | 365 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,718 | 231 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||