Plan Group Financial, LLC: EMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plan Group Financial, LLC on EMB, newest first. How the timeline and the estimate are built.
Plan Group Financial, LLC held 13,358 EMB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 13,358 sharesChange vs previous 13F -938 shares
0.27% of the 13F portfolio, value $1,288,204.
13F-HR 0001940033-26-000006 filed by Plan Group Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,296 sharesChange vs previous 13F -6,983 shares
0.32% of the 13F portfolio, value $1,342,844.
13F-HR 0001940033-26-000004 filed by Plan Group Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 21,279 sharesChange vs previous 13F -9,927 shares
0.53% of the 13F portfolio, value $2,048,726.
13F-HR 0001940033-26-000001 filed by Plan Group Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 31,206 sharesChange vs previous 13F -15,086 shares
0.8% of the 13F portfolio, value $2,970,493.
13F-HR 0001940033-25-000007 filed by Plan Group Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 46,292 sharesChange vs previous 13F -18,069 shares
1.41% of the 13F portfolio, value $4,287,592.
13F-HR 0001940033-25-000005 filed by Plan Group Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 64,361 sharesChange vs previous 13F +6,685 shares
2.08% of the 13F portfolio, value $5,830,464.
13F-HR 0001940033-25-000003 filed by Plan Group Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 57,676 sharesChange vs previous 13F +875 shares
2.71% of the 13F portfolio, value $5,135,454.
13F-HR 0001911391-25-000004 filed by Plan Group Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 56,801 sharesChange vs previous 13F not available
2.81% of the 13F portfolio, value $5,315,412.
13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).