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Disclosery

Plan Group Financial, LLC: ET position timeline

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

Plan Group Financial, LLC held 32,012 ET 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 32,012 shares
    Change vs previous 13F -6,690 shares

    0.13% of the 13F portfolio, value $612,061.

    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 38,702 shares
    Change vs previous 13F -4,252 shares

    0.18% of the 13F portfolio, value $746,956.

    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 42,954 shares
    Change vs previous 13F -39,869 shares

    0.18% of the 13F portfolio, value $708,309.

    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 82,823 shares
    Change vs previous 13F -17,816 shares

    0.38% of the 13F portfolio, value $1,421,241.

    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 100,639 shares
    Change vs previous 13F -58,432 shares

    0.6% of the 13F portfolio, value $1,824,587.

    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 159,071 shares
    Change vs previous 13F +106,921 shares

    1.06% of the 13F portfolio, value $2,957,135.

    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 52,150 shares
    Change vs previous 13F +7,876 shares

    0.54% of the 13F portfolio, value $1,021,625.

    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 44,274 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $710,599.

    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).