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United Financial Planning Group LLC

Position in PHIN — Phinia Inc.

CIK 2088337 HAUPPAUGE, NY

Position in PHIN

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$4,283
+$725 QoQ
Shares Held
52
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#308
of 387 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PHIN Over Time

Shares Held

Position Value (USD)

Position in Auto Parts

Consumer Cyclical · as of Jun 30, 2026

United Financial Planning Group LLC holds $32,033 across 4 Auto Parts names. PHIN ranks #3 (13.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 PHIN
Phinia Inc.
This page
52 $4,283

All Filings in PHIN

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,283 52
2026-03-31 $3,558 52