Skip to content
Disclosery

Plan Group Financial, LLC: DFAI position timeline

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

Plan Group Financial, LLC held 93,471 DFAI 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 93,471 shares
    Change vs previous 13F -6,731 shares

    0.8% of the 13F portfolio, value $3,855,665.

    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 100,202 shares
    Change vs previous 13F -30,493 shares

    0.92% of the 13F portfolio, value $3,903,857.

    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 130,695 shares
    Change vs previous 13F -38,777 shares

    1.29% of the 13F portfolio, value $4,980,791.

    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 169,472 shares
    Change vs previous 13F -71,380 shares

    1.65% of the 13F portfolio, value $6,160,322.

    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 240,852 shares
    Change vs previous 13F -98,264 shares

    2.74% of the 13F portfolio, value $8,326,263.

    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 339,116 shares
    Change vs previous 13F +60,613 shares

    3.78% of the 13F portfolio, value $10,590,585.

    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 278,503 shares
    Change vs previous 13F +1,388 shares

    4.3% of the 13F portfolio, value $8,132,293.

    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 277,115 shares
    Change vs previous 13F not available

    4.65% of the 13F portfolio, value $8,806,719.

    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).