United Financial Planning Group LLC
Position in WST — West Pharmaceutical Services Inc
CIK 2088337
HAUPPAUGE, NY
Position in WST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,308
+$1,301 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#767
of 827 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WST Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026United Financial Planning Group LLC holds $9,080 across 2 Medical Instruments & Supplies names. WST ranks #2 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
12 | $4,772 | |
| 2 | WST |
West Pharmaceutical Services Inc
This page
|
12 | $4,308 |
All Filings in WST
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,308 | 12 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,007 | 12 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||