United Financial Planning Group LLC
Position in JLL — Jones Lang Lasalle Inc
CIK 2088337
HAUPPAUGE, NY
Position in JLL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,579
+$102 QoQ
Shares Held
18
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#597
of 657 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JLL Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026United Financial Planning Group LLC holds $10,562 across 2 Real Estate Services names. JLL ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JLL |
Jones Lang Lasalle Inc
This page
|
18 | $5,579 | |
| 2 | CBRE |
Cbre Group, Inc.
|
37 | $4,983 |
All Filings in JLL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,579 | 18 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,477 | 18 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||