United Financial Planning Group LLC
Position in TT — Trane Technologies plc
CIK 2088337
HAUPPAUGE, NY
Position in TT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,349
+$176 QoQ
Shares Held
17
-19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,722
of 1,802 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TT Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026United Financial Planning Group LLC holds $27,700 across 4 Building Products & Equipment names. TT ranks #1 (30.1% of the industry book) .
All Filings in TT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,349 | 17 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $8,173 | 21 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,173 | 17 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||