United Financial Planning Group LLC: IEMG position timeline

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

United Financial Planning Group LLC held 103,354 IEMG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 103,354 shares
Change vs previous 13F +3,284 shares
4.35% of the 13F portfolio, value $8,568,092.
13F-HR 0002088337-26-000006 filed by United Financial Planning Group LLC
Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 100,070 shares
Change vs previous 13F -738 shares
4.13% of the 13F portfolio, value $6,979,874.
13F-HR 0002088337-26-000004 filed by United Financial Planning Group LLC
Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 100,808 shares
Change vs previous 13F -3,572 shares
4.11% of the 13F portfolio, value $6,776,287.
13F-HR 0002088337-26-000002 filed by United Financial Planning Group LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 104,380 shares
Change vs previous 13F not available
4.33% of the 13F portfolio, value $6,880,761.
13F-HR 0002088337-25-000002 filed by United Financial Planning Group LLC
Filed 2025-11-13 (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).