United Financial Planning Group LLC
Position in UNH — Unitedhealth Group Inc
CIK 2088337
HAUPPAUGE, NY
Position in UNH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$22,444
+$7,833 QoQ
Shares Held
54
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,263
of 3,349 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026United Financial Planning Group LLC holds $31,146 across 3 Healthcare Plans names. UNH ranks #1 (72.1% of the industry book) .
All Filings in UNH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,444 | 54 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $14,611 | 54 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,951 | 15 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||