United Financial Planning Group LLC
Position in BWX — State Street SPDR Bloomberg International Treasury Bond ETF
CIK 2088337
HAUPPAUGE, NY
Position in BWX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$29,766
-$195 QoQ
Shares Held
1,373
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#83
of 108 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWX Over Time
Shares Held
Position Value (USD)
All Filings in BWX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,766 | 1,373 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $29,961 | 1,365 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $68,536 | 3,042 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||