InvestInfoAI
← Tracker

Institutional

United Financial Planning Group LLC

CIK 0002088337
$0
Reported AUM
0
Positions
Q1 2026
Period
2026-05-08
Filed

The Brief · United Financial Planning Group LLC · Q1 2026

AI · grounded in 13F

United Financial Planning Group LLC reported no active positions for the period ending March 31, 2026. The fund added no new holdings and reduced no existing positions. Total assets under management remained at $0.

Portfolio · Q1 2026

Top holdings

QoQ vs Q4 2025

No holdings ingested yet.

Source: SEC EDGAR · accession 0002088337-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.