United Financial Planning Group LLC
Position in PTIX — Protagenic Therapeutics, Inc.\new
CIK 2088337
HAUPPAUGE, NY
Position in PTIX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$0
-$22 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PTIX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026United Financial Planning Group LLC holds $38,129 across 6 Biotechnology names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IONS |
Ionis Pharmaceuticals Inc
|
158 | $12,527 | |
| 2 | JAZZ |
Jazz Pharmaceuticals plc
|
33 | $7,952 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
14 | $6,954 | |
| 4 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
21 | $6,321 | |
| 5 | REGN |
Regeneron Pharmaceuticals, Inc.
|
7 | $4,364 | |
| 6 | CELU |
Celularity Inc
|
19 | $11 |
All Filings in PTIX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | — | 17 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $22 | 17 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $58 | 17 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||