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Fin
Echo
Markets
Dashboard
Search
Fear & Greed
Tools
Watchlist
Budget
Context
Upcoming
Notifications
Upcoming
Research
News
Market Events
Economy
SEC Filings
Finecho Content
UNITED FINANCIAL PLANNING GROUP LLC
Private
CIK: 2088337
Location
HAUPPAUGE, NY
UNITED FINANCIAL PLANNING GROUP LLC
13F-HR
Holdings
May 8, 2026
·
May 8, 2026
UNITED FINANCIAL PLANNING GROUP LLC
13F-HR
Holdings
Feb 11, 2026
·
Feb 11, 2026
UNITED FINANCIAL PLANNING GROUP LLC
13F-HR
Holdings
Nov 13, 2025
·
Nov 13, 2025
Filer
Form
Target
Filed
Activity
UNITED FINANCIAL PLANNING GROUP LLC
CIK · 2088337
13F-HR
Holdings
—
May 8, 2026
May 8, 2026
—
UNITED FINANCIAL PLANNING GROUP LLC
CIK · 2088337
13F-HR
Holdings
—
Feb 11, 2026
Feb 11, 2026
—
UNITED FINANCIAL PLANNING GROUP LLC
CIK · 2088337
13F-HR
Holdings
—
Nov 13, 2025
Nov 13, 2025
—