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Disclosery

Plan Group Financial, LLC: AOA position timeline

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

Plan Group Financial, LLC held 5,390 AOA 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 5,390 shares
    Change vs previous 13F -1,964 shares

    0.11% of the 13F portfolio, value $526,043.

    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 7,354 shares
    Change vs previous 13F -898 shares

    0.15% of the 13F portfolio, value $650,764.

    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 8,252 shares
    Change vs previous 13F -4,729 shares

    0.19% of the 13F portfolio, value $739,056.

    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 12,981 shares
    Change vs previous 13F -2,685 shares

    0.31% of the 13F portfolio, value $1,144,155.

    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 15,666 shares
    Change vs previous 13F -1,681 shares

    0.43% of the 13F portfolio, value $1,306,514.

    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 17,347 shares
    Change vs previous 13F -2,466 shares

    0.47% of the 13F portfolio, value $1,327,022.

    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 19,813 shares
    Change vs previous 13F -6,785 shares

    0.8% of the 13F portfolio, value $1,517,855.

    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 26,598 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,098,840.

    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).