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Disclosery

Plan Group Financial, LLC: D position timeline

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

Plan Group Financial, LLC held 46,094 D 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 46,094 shares
    Change vs previous 13F +6,105 shares

    0.65% of the 13F portfolio, value $3,147,759.

    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 39,989 shares
    Change vs previous 13F +3,900 shares

    0.58% of the 13F portfolio, value $2,472,106.

    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 36,089 shares
    Change vs previous 13F +2,295 shares

    0.55% of the 13F portfolio, value $2,114,444.

    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 33,794 shares
    Change vs previous 13F +4,772 shares

    0.55% of the 13F portfolio, value $2,067,151.

    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 29,022 shares
    Change vs previous 13F +4,062 shares

    0.54% of the 13F portfolio, value $1,640,332.

    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 24,960 shares
    Change vs previous 13F +8,911 shares

    0.5% of the 13F portfolio, value $1,399,516.

    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 16,049 shares
    Change vs previous 13F +1,249 shares

    0.46% of the 13F portfolio, value $864,417.

    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 14,800 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $855,317.

    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).