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Disclosery

United Financial Planning Group LLC: IDEV position timeline

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

United Financial Planning Group LLC held 23,377 IDEV 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 23,377 shares
    Change vs previous 13F +301 shares

    1.06% of the 13F portfolio, value $2,080,779.

    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 23,076 shares
    Change vs previous 13F -829 shares

    1.14% of the 13F portfolio, value $1,928,480.

    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 23,905 shares
    Change vs previous 13F +28 shares

    1.2% of the 13F portfolio, value $1,971,686.

    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 23,877 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $1,914,257.

    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).