Position in IT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,203
-$488 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#580
of 647 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026United Financial Planning Group LLC holds $160,420 across 4 Information Technology Services names. IT ranks #3 (1.4% of the industry book) .
All Filings in IT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,203 | 17 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,691 | 17 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,288 | 17 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||