United Financial Planning Group Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationhauppauge, NY
- CIK0002088337
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
230 | $158.86 M | VUG, VTI, VWO, IJH | 13F-HR | Nov 13, 2025 | 000208833725000002 |