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Disclosery

Plan Group Financial, LLC: AOM position timeline

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

Plan Group Financial, LLC held 4,514 AOM 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 4,514 shares
    Change vs previous 13F -3,876 shares

    0.05% of the 13F portfolio, value $225,222.

    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 8,390 shares
    Change vs previous 13F -1,208 shares

    0.09% of the 13F portfolio, value $397,422.

    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 9,598 shares
    Change vs previous 13F -2,533 shares

    0.12% of the 13F portfolio, value $458,135.

    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 12,131 shares
    Change vs previous 13F -3,972 shares

    0.15% of the 13F portfolio, value $577,180.

    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 16,103 shares
    Change vs previous 13F -471 shares

    0.24% of the 13F portfolio, value $741,380.

    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 16,574 shares
    Change vs previous 13F -1,605 shares

    0.26% of the 13F portfolio, value $727,255.

    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 18,179 shares
    Change vs previous 13F -9,165 shares

    0.42% of the 13F portfolio, value $789,689.

    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 27,344 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,233,473.

    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).