Skip to content
Disclosery

Plan Group Financial, LLC: HASI position timeline

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

Plan Group Financial, LLC held 10,695 HASI 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 10,695 shares
    Change vs previous 13F -4,220 shares

    0.09% of the 13F portfolio, value $417,634.

    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 14,915 shares
    Change vs previous 13F -2,232 shares

    0.13% of the 13F portfolio, value $548,140.

    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 17,147 shares
    Change vs previous 13F -4,880 shares

    0.14% of the 13F portfolio, value $538,919.

    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 22,027 shares
    Change vs previous 13F -1,037 shares

    0.18% of the 13F portfolio, value $676,218.

    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 23,064 shares
    Change vs previous 13F +5,154 shares

    0.2% of the 13F portfolio, value $619,487.

    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 17,910 shares
    Change vs previous 13F +7,185 shares

    0.19% of the 13F portfolio, value $523,674.

    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 10,725 shares
    Change vs previous 13F +540 shares

    0.15% of the 13F portfolio, value $287,743.

    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 10,185 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $351,066.

    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).