United Financial Planning Group LLC

Position in NEM — NEWMONT Corp /DE/

CIK 2088337 HAUPPAUGE, NY

Position in NEM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$479,609

-$52,223 QoQ

Shares Held

5,135

+4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#1,095

of 1,774 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

United Financial Planning Group LLC holds $1,072,401 across 4 Gold names. NEM ranks #1 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEM	NEWMONT Corp /DE/ This page	5,135	$479,609
2	B	Barrick Mining Corp	11,829	$434,479
3	AEM	Agnico Eagle Mines Ltd	1,010	$156,681
4	CDE	Coeur Mining, Inc.	100	$1,632

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$479,609	5,135	+4.5%	Shares	Sole	2026-08-06
2026-03-31	$531,832	4,913	-34.0%	Shares	Sole	2026-05-08
2025-12-31	$742,983	7,441	-28.1%	Shares	Sole	2026-02-11
2025-09-30	$873,030	10,355	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.