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Disclosery

Plan Group Financial, LLC: CMA position timeline

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

Plan Group Financial, LLC held 0 CMA shares at 2026-03-31 per its 13F-HR filed 2026-04-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -32,109 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 32,109 shares
    Change vs previous 13F +2,091 shares

    0.72% of the 13F portfolio, value $2,791,223.

    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).

  3. period ended2025-09-30
    13F 30,018 shares
    Change vs previous 13F +4,132 shares

    0.55% of the 13F portfolio, value $2,056,836.

    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).

  4. period ended2025-06-30
    13F 25,886 shares
    Change vs previous 13F +4,198 shares

    0.51% of the 13F portfolio, value $1,544,084.

    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).

  5. period ended2025-03-31
    13F 21,688 shares
    Change vs previous 13F +6,759 shares

    0.46% of the 13F portfolio, value $1,280,899.

    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).

  6. period ended2024-12-31
    13F 14,929 shares
    Change vs previous 13F +2,043 shares

    0.49% of the 13F portfolio, value $923,334.

    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).

  7. period ended2024-09-30
    13F 12,886 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $771,988.

    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).