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Disclosery

United Financial Planning Group LLC: VB position timeline

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

United Financial Planning Group LLC held 7,245 VB 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 7,245 shares
    Change vs previous 13F -211 shares

    1.12% of the 13F portfolio, value $2,196,123.

    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 7,456 shares
    Change vs previous 13F -303 shares

    1.15% of the 13F portfolio, value $1,952,924.

    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 7,759 shares
    Change vs previous 13F -904 shares

    1.21% of the 13F portfolio, value $2,001,514.

    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 8,663 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $2,202,817.

    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).