United Financial Planning Group LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 2088337
HAUPPAUGE, NY
Position in LPLA
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,105
New position
Shares Held
7
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026United Financial Planning Group LLC holds $223,111 across 5 Capital Markets names.
All Filings in LPLA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,105 | 7 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||