Position in MSB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$25,300
New position
Shares Held
1,000
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#45
of 61 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Steel
Basic Materials · as of Jun 30, 2026United Financial Planning Group LLC holds $54,675 across 3 Steel names. MSB ranks #1 (46.3% of the industry book) .
All Filings in MSB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,300 | 1,000 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||