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Disclosery

United Financial Planning Group LLC: VUG position timeline

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

United Financial Planning Group LLC held 385,232 VUG 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 385,232 shares
    Change vs previous 13F +322,583 shares

    16.87% of the 13F portfolio, value $33,222,463.

    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 62,649 shares
    Change vs previous 13F +4,457 shares

    16.18% of the 13F portfolio, value $27,364,442.

    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 58,192 shares
    Change vs previous 13F -3,035 shares

    17.22% of the 13F portfolio, value $28,389,698.

    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 61,227 shares
    Change vs previous 13F not available

    18.48% of the 13F portfolio, value $29,364,941.

    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).