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Disclosery

Plan Group Financial, LLC: BND position timeline

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

Plan Group Financial, LLC held 11,829 BND 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 11,829 shares
    Change vs previous 13F -5,540 shares

    0.18% of the 13F portfolio, value $868,371.

    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 17,369 shares
    Change vs previous 13F -8,566 shares

    0.3% of the 13F portfolio, value $1,279,062.

    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 25,935 shares
    Change vs previous 13F -14,474 shares

    0.5% of the 13F portfolio, value $1,920,995.

    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 40,409 shares
    Change vs previous 13F -15,399 shares

    0.81% of the 13F portfolio, value $3,005,180.

    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 55,808 shares
    Change vs previous 13F -21,982 shares

    1.35% of the 13F portfolio, value $4,109,148.

    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 77,790 shares
    Change vs previous 13F +7,839 shares

    2.04% of the 13F portfolio, value $5,713,705.

    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 69,951 shares
    Change vs previous 13F +1,251 shares

    2.66% of the 13F portfolio, value $5,030,208.

    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 68,700 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $5,160,093.

    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).