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Disclosery

Plan Group Financial, LLC: DLR position timeline

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

Plan Group Financial, LLC held 16,535 DLR 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 16,535 shares
    Change vs previous 13F +2,015 shares

    0.61% of the 13F portfolio, value $2,969,371.

    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 14,520 shares
    Change vs previous 13F +1,768 shares

    0.61% of the 13F portfolio, value $2,616,626.

    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 12,752 shares
    Change vs previous 13F +1,144 shares

    0.51% of the 13F portfolio, value $1,972,888.

    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 11,608 shares
    Change vs previous 13F +1,345 shares

    0.54% of the 13F portfolio, value $2,006,847.

    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 10,263 shares
    Change vs previous 13F +1,413 shares

    0.59% of the 13F portfolio, value $1,789,094.

    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 8,850 shares
    Change vs previous 13F +2,803 shares

    0.45% of the 13F portfolio, value $1,268,084.

    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 6,047 shares
    Change vs previous 13F +581 shares

    0.57% of the 13F portfolio, value $1,072,324.

    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 5,466 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $884,571.

    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).