Skip to content
Disclosery

Plan Group Financial, LLC: EDIV position timeline

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

Plan Group Financial, LLC held 260,012 EDIV 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 260,012 shares
    Change vs previous 13F +32,577 shares

    2.2% of the 13F portfolio, value $10,649,436.

    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 227,435 shares
    Change vs previous 13F +32,442 shares

    2.11% of the 13F portfolio, value $8,979,129.

    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 194,993 shares
    Change vs previous 13F +30,195 shares

    1.98% of the 13F portfolio, value $7,633,975.

    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 164,798 shares
    Change vs previous 13F +61,130 shares

    1.72% of the 13F portfolio, value $6,402,384.

    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 103,668 shares
    Change vs previous 13F +29,779 shares

    1.3% of the 13F portfolio, value $3,951,822.

    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 73,889 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,637,838.

    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).