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Plan Group Financial, LLC: EOG position timeline

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

Plan Group Financial, LLC held 4,485 EOG 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 4,485 shares
    Change vs previous 13F -4,932 shares

    0.12% of the 13F portfolio, value $581,839.

    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 9,417 shares
    Change vs previous 13F +850 shares

    0.32% of the 13F portfolio, value $1,361,416.

    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 8,567 shares
    Change vs previous 13F +2,800 shares

    0.23% of the 13F portfolio, value $899,621.

    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 5,767 shares
    Change vs previous 13F -200 shares

    0.17% of the 13F portfolio, value $646,596.

    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 5,967 shares
    Change vs previous 13F +2,166 shares

    0.23% of the 13F portfolio, value $713,713.

    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 3,801 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $487,440.

    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).