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Square Inc cl a shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Square Inc cl a (XYZ) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Square Inc cl a

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Quarterly reported holdings in Square Inc cl a by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7k 28 60.18

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
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 Int Bond 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 Square Inc cl a

Vanguard Group
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Capital World Investors
Morgan Stanley
Geode Capital Management
Citadel Advisors
Loomis, Sayles and
Point72 Asset Management
Ameriprise Financial
Susquehanna International
Bank of America Corporation
FMR

View all funds holding Square Inc cl a