United Financial Planning Group LLC
Position in PFGC — Performance Food Group Co
CIK 2088337
HAUPPAUGE, NY
Position in PFGC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,788
+$418 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#489
of 524 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFGC Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026United Financial Planning Group LLC holds $9,354 across 2 Food Distribution names. PFGC ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USFD |
US Foods Holding Corp.
|
74 | $7,566 | |
| 2 | PFGC |
Performance Food Group Co
This page
|
16 | $1,788 |
All Filings in PFGC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,788 | 16 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,370 | 16 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,438 | 16 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||