United Financial Planning Group LLC: APP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Financial Planning Group LLC on APP, newest first. How the timeline and the estimate are built.
United Financial Planning Group LLC held 17 APP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 17 sharesChange vs previous 13F -23 shares
<0.01% of the 13F portfolio, value $8,759.
13F-HR 0002088337-26-000006 filed by United Financial Planning Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 40 sharesChange vs previous 13F +18 shares
0.01% of the 13F portfolio, value $15,920.
13F-HR 0002088337-26-000004 filed by United Financial Planning Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 22 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $14,824.
13F-HR 0002088337-26-000002 filed by United Financial Planning Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).