Position in MSCI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,320
+$462 QoQ
Shares Held
22
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#954
of 1,074 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026United Financial Planning Group LLC holds $463,232 across 6 Financial Data & Stock Exchanges names. MSCI ranks #4 (2.7% of the industry book) .
All Filings in MSCI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,320 | 22 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,858 | 22 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||