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Disclosery

Plan Group Financial, LLC: ARCC position timeline

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

Plan Group Financial, LLC held 147,018 ARCC 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 147,018 shares
    Change vs previous 13F +25,473 shares

    0.56% of the 13F portfolio, value $2,724,238.

    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 121,545 shares
    Change vs previous 13F +17,038 shares

    0.51% of the 13F portfolio, value $2,190,240.

    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 104,507 shares
    Change vs previous 13F +5,211 shares

    0.55% of the 13F portfolio, value $2,114,185.

    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 99,296 shares
    Change vs previous 13F +8,684 shares

    0.54% of the 13F portfolio, value $2,026,623.

    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 90,612 shares
    Change vs previous 13F -8,030 shares

    0.65% of the 13F portfolio, value $1,989,830.

    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 98,642 shares
    Change vs previous 13F +46,359 shares

    0.78% of the 13F portfolio, value $2,185,909.

    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 52,283 shares
    Change vs previous 13F +5,519 shares

    0.6% of the 13F portfolio, value $1,144,485.

    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 46,764 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $979,231.

    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).