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Disclosery

Plan Group Financial, LLC: DFIP position timeline

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

Plan Group Financial, LLC held 20,528 DFIP 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 20,528 shares
    Change vs previous 13F -3,943 shares

    0.18% of the 13F portfolio, value $846,887.

    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 24,471 shares
    Change vs previous 13F -15,971 shares

    0.24% of the 13F portfolio, value $1,020,927.

    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 40,442 shares
    Change vs previous 13F -25,800 shares

    0.44% of the 13F portfolio, value $1,680,587.

    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 66,242 shares
    Change vs previous 13F -32,133 shares

    0.75% of the 13F portfolio, value $2,797,380.

    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 98,375 shares
    Change vs previous 13F -38,365 shares

    1.35% of the 13F portfolio, value $4,113,073.

    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 136,740 shares
    Change vs previous 13F +13,913 shares

    2.06% of the 13F portfolio, value $5,758,240.

    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 122,827 shares
    Change vs previous 13F +2,592 shares

    2.63% of the 13F portfolio, value $4,973,379.

    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 120,235 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $5,083,523.

    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).