Skip to content
Disclosery

Plan Group Financial, LLC: FDUS position timeline

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

Plan Group Financial, LLC held 125,520 FDUS 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 125,520 shares
    Change vs previous 13F +26,718 shares

    0.5% of the 13F portfolio, value $2,393,667.

    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 98,802 shares
    Change vs previous 13F +19,113 shares

    0.4% of the 13F portfolio, value $1,721,129.

    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 79,689 shares
    Change vs previous 13F +10,976 shares

    0.4% of the 13F portfolio, value $1,537,993.

    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 68,713 shares
    Change vs previous 13F +18,950 shares

    0.37% of the 13F portfolio, value $1,392,131.

    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 49,763 shares
    Change vs previous 13F +13,924 shares

    0.33% of the 13F portfolio, value $1,005,216.

    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 35,839 shares
    Change vs previous 13F +19,964 shares

    0.26% of the 13F portfolio, value $730,757.

    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 15,875 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $333,693.

    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).