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Disclosery

Plan Group Financial, LLC: GOOGL position timeline

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

Plan Group Financial, LLC held 4,160 GOOGL 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 4,160 shares
    Change vs previous 13F +572 shares

    0.31% of the 13F portfolio, value $1,486,724.

    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 3,588 shares
    Change vs previous 13F +483 shares

    0.24% of the 13F portfolio, value $1,031,657.

    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 3,105 shares
    Change vs previous 13F +59 shares

    0.25% of the 13F portfolio, value $971,861.

    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 3,046 shares
    Change vs previous 13F +422 shares

    0.2% of the 13F portfolio, value $740,422.

    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 2,624 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $462,476.

    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).