United Financial Planning Group LLC

Position in PBT — Permian Basin Royalty Trust

CIK 2088337 HAUPPAUGE, NY

Position in PBT

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

Position Value

$25,040

New position

Shares Held

1,000

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#82

of 101 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

United Financial Planning Group LLC holds $52,917 across 5 Oil & Gas Midstream names. PBT ranks #1 (47.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PBT	Permian Basin Royalty Trust This page	1,000	$25,040
2	WMB	Williams Companies, Inc.	147	$10,927
3	LNG	Cheniere Energy, Inc.	32	$7,648
4	AM	Antero Midstream Corp	222	$5,050
5	KMI	Kinder Morgan, Inc.	133	$4,252

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,040	1,000	—	Shares	Sole	2026-08-06
No filing history on record for this holder in this stock.