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Disclosery

Plan Group Financial, LLC: ASO position timeline

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

Plan Group Financial, LLC held 5,181 ASO 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 5,181 shares
    Change vs previous 13F -3,008 shares

    0.05% of the 13F portfolio, value $244,200.

    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 8,189 shares
    Change vs previous 13F -1,353 shares

    0.11% of the 13F portfolio, value $462,263.

    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 9,542 shares
    Change vs previous 13F -3,012 shares

    0.12% of the 13F portfolio, value $476,725.

    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 12,554 shares
    Change vs previous 13F -770 shares

    0.17% of the 13F portfolio, value $627,944.

    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 13,324 shares
    Change vs previous 13F +3,480 shares

    0.2% of the 13F portfolio, value $597,064.

    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 9,844 shares
    Change vs previous 13F +3,766 shares

    0.16% of the 13F portfolio, value $448,989.

    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 6,078 shares
    Change vs previous 13F +355 shares

    0.18% of the 13F portfolio, value $349,691.

    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 5,723 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $333,987.

    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).