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Disclosery

Plan Group Financial, LLC: DFAE position timeline

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

Plan Group Financial, LLC held 102,329 DFAE 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 102,329 shares
    Change vs previous 13F -8,075 shares

    0.85% of the 13F portfolio, value $4,114,663.

    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 110,404 shares
    Change vs previous 13F -34,326 shares

    0.88% of the 13F portfolio, value $3,738,294.

    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 144,730 shares
    Change vs previous 13F -44,454 shares

    1.22% of the 13F portfolio, value $4,713,870.

    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 189,184 shares
    Change vs previous 13F -82,749 shares

    1.6% of the 13F portfolio, value $5,964,984.

    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 271,933 shares
    Change vs previous 13F -115,285 shares

    2.59% of the 13F portfolio, value $7,872,451.

    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 387,218 shares
    Change vs previous 13F +72,292 shares

    3.58% of the 13F portfolio, value $10,025,064.

    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 314,926 shares
    Change vs previous 13F +726 shares

    4.22% of the 13F portfolio, value $7,989,664.

    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 314,200 shares
    Change vs previous 13F not available

    4.55% of the 13F portfolio, value $8,612,236.

    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).