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Disclosery

United Financial Planning Group LLC: BSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Financial Planning Group LLC on BSV, newest first. How the timeline and the estimate are built.

United Financial Planning Group LLC held 62,065 BSV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,065 shares
    Change vs previous 13F +6,374 shares

    2.46% of the 13F portfolio, value $4,839,990.

    13F-HR 0002088337-26-000006 filed by United Financial Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 55,691 shares
    Change vs previous 13F +7,250 shares

    2.58% of the 13F portfolio, value $4,366,754.

    13F-HR 0002088337-26-000004 filed by United Financial Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 48,441 shares
    Change vs previous 13F -20,218 shares

    2.32% of the 13F portfolio, value $3,817,634.

    13F-HR 0002088337-26-000002 filed by United Financial Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 68,659 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $5,405,529.

    13F-HR 0002088337-25-000002 filed by United Financial Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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