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Disclosery

United Financial Planning Group LLC: VWO position timeline

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

United Financial Planning Group LLC held 27,787 VWO 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 27,787 shares
    Change vs previous 13F -510 shares

    0.84% of the 13F portfolio, value $1,658,597.

    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 28,297 shares
    Change vs previous 13F -1,397 shares

    0.9% of the 13F portfolio, value $1,529,442.

    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 29,694 shares
    Change vs previous 13F -392,272 shares

    0.97% of the 13F portfolio, value $1,596,354.

    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 421,966 shares
    Change vs previous 13F not available

    15.92% of the 13F portfolio, value $25,284,190.

    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).