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Disclosery

United Financial Planning Group LLC: IJH position timeline

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

United Financial Planning Group LLC held 133,020 IJH 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 133,020 shares
    Change vs previous 13F +4,525 shares

    5.21% of the 13F portfolio, value $10,263,893.

    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 128,495 shares
    Change vs previous 13F +1,786 shares

    5.13% of the 13F portfolio, value $8,677,298.

    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 126,709 shares
    Change vs previous 13F -80 shares

    5.07% of the 13F portfolio, value $8,362,818.

    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 126,789 shares
    Change vs previous 13F not available

    5.21% of the 13F portfolio, value $8,274,242.

    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).