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Disclosery

Plan Group Financial, LLC: FMHI position timeline

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

Plan Group Financial, LLC held 101,321 FMHI 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 101,321 shares
    Change vs previous 13F +5,669 shares

    1.02% of the 13F portfolio, value $4,913,037.

    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 95,652 shares
    Change vs previous 13F +13,136 shares

    1.07% of the 13F portfolio, value $4,547,302.

    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 82,516 shares
    Change vs previous 13F +22,433 shares

    1.03% of the 13F portfolio, value $3,955,355.

    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 60,083 shares
    Change vs previous 13F +27,336 shares

    0.77% of the 13F portfolio, value $2,854,547.

    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 32,747 shares
    Change vs previous 13F +11,549 shares

    0.5% of the 13F portfolio, value $1,529,307.

    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 21,198 shares
    Change vs previous 13F +21,198 shares

    0.36% of the 13F portfolio, value $1,013,373.

    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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.