United Financial Planning Group LLC
Position in SFM — Sprouts Farmers Market, Inc.
CIK 2088337
HAUPPAUGE, NY
Position in SFM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,821
+$425 QoQ
Shares Held
57
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#568
of 637 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SFM Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026United Financial Planning Group LLC holds $9,374 across 2 Grocery Stores names. SFM ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFM |
Sprouts Farmers Market, Inc.
This page
|
57 | $4,821 | |
| 2 | KR |
Kroger Co
|
82 | $4,553 |
All Filings in SFM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,821 | 57 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,396 | 57 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||