STRATEGIC PLANNING GROUP, LLC: UITB position timeline

STRATEGIC PLANNING GROUP, LLC held 0 UITB shares at 2025-09-30 per its 13F-HR filed 2025-10-23.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -36,683 shares

   13F-HR 0001875525-25-000002 filed by STRATEGIC PLANNING GROUP, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 36,683 shares

   Change vs previous 13F +2,440 shares

   0.28% of the 13F portfolio, value $1,726,712.

   13F-HR 0001085146-25-003779 filed by STRATEGIC PLANNING GROUP, LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 34,243 shares

   Change vs previous 13F +4,634 shares

   0.31% of the 13F portfolio, value $1,607,404.

   13F-HR 0001085146-25-001997 filed by STRATEGIC PLANNING GROUP, LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 29,609 shares

   Change vs previous 13F +6,653 shares

   0.25% of the 13F portfolio, value $1,360,865.

   13F-HR 0001085146-25-000435 filed by STRATEGIC PLANNING GROUP, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 22,956 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $1,100,290.

   13F-HR 0001085146-24-004940 filed by STRATEGIC PLANNING GROUP, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).