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United Financial Planning Group LLC

Position in RS — Reliance, Inc.

CIK 2088337 HAUPPAUGE, NY

Position in RS

as of Mar 31, 2026 · filed May 8, 2026
Position Value
$2,431
New position
Shares Held
8
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Steel

Basic Materials · as of Jun 30, 2026

United Financial Planning Group LLC holds $54,675 across 3 Steel names.

# Ticker Company Shares Value (USD) Open

All Filings in RS

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $2,431 8