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Central Securities shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Central Securities (CET) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Central Securities

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All positions including Central Securities held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Central Securities by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $263k 5.0k 52.45

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Growth Index Etf (VUG)
Vanguard Ftse Developed Etf (VEA)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Central Securities

Rockefeller Capital Management
Atlas Wealth
Brooklyn Capital Management
Blue Bell Private Wealth Management
Raymond James Financial
Morgan Stanley
1607 Capital Partners
Brasada Capital Management
Chilton Investment
Third Avenue Management
Pathstone Holdings
Deschutes Portfolio Strategy
Douglass Winthrop Advisors
First Trust Advisors
UBS Group

View all funds holding Central Securities