United Financial Planning Group LLC
Position in LII — Lennox International Inc
CIK 2088337
HAUPPAUGE, NY
Position in LII
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,302
+$1,197 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#581
of 650 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LII Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026United Financial Planning Group LLC holds $27,700 across 4 Building Products & Equipment names. LII ranks #3 (22.8% of the industry book) .
All Filings in LII
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,302 | 11 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,105 | 11 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||