United Financial Planning Group LLC

Q2 2026 13F Holdings

Location
Hauppauge, NY
Holdings as of
6/30/2026
Value ($000)
$196,938
Num holdings
465
Date filed
8/6/2026
Form type
13F-HR
Prev filing
5/8/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type