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Disclosery

Plan Group Financial, LLC: EIX position timeline

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

Plan Group Financial, LLC held 7,403 EIX 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 7,403 shares
    Change vs previous 13F -2,116 shares

    0.11% of the 13F portfolio, value $551,146.

    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 9,519 shares
    Change vs previous 13F -961 shares

    0.16% of the 13F portfolio, value $696,578.

    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 10,480 shares
    Change vs previous 13F -2,671 shares

    0.16% of the 13F portfolio, value $629,030.

    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 13,151 shares
    Change vs previous 13F +1,703 shares

    0.2% of the 13F portfolio, value $726,964.

    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 11,448 shares
    Change vs previous 13F +2,929 shares

    0.19% of the 13F portfolio, value $590,695.

    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 8,519 shares
    Change vs previous 13F +4,186 shares

    0.18% of the 13F portfolio, value $501,946.

    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 4,333 shares
    Change vs previous 13F +220 shares

    0.18% of the 13F portfolio, value $345,948.

    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 4,113 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $358,234.

    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).