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Disclosery

Plan Group Financial, LLC: ACWI position timeline

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

Plan Group Financial, LLC held 102,342 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,342 shares
    Change vs previous 13F +4,893 shares

    3.33% of the 13F portfolio, value $16,064,683.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 97,449 shares
    Change vs previous 13F +420 shares

    3.16% of the 13F portfolio, value $13,483,998.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 97,029 shares
    Change vs previous 13F -3,403 shares

    3.56% of the 13F portfolio, value $13,728,588.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 100,432 shares
    Change vs previous 13F -2,492 shares

    3.73% of the 13F portfolio, value $13,883,729.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 102,924 shares
    Change vs previous 13F -7,844 shares

    4.35% of the 13F portfolio, value $13,236,072.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 110,768 shares
    Change vs previous 13F +31,919 shares

    4.6% of the 13F portfolio, value $12,892,251.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 78,849 shares
    Change vs previous 13F -971 shares

    4.89% of the 13F portfolio, value $9,264,755.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 79,820 shares
    Change vs previous 13F not available

    5.04% of the 13F portfolio, value $9,542,472.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).