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Disclosery

Plan Group Financial, LLC: HYG position timeline

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

Plan Group Financial, LLC held 11,986 HYG 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 11,986 shares
    Change vs previous 13F -2,522 shares

    0.2% of the 13F portfolio, value $958,535.

    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 14,508 shares
    Change vs previous 13F -7,773 shares

    0.27% of the 13F portfolio, value $1,154,281.

    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 22,281 shares
    Change vs previous 13F -12,970 shares

    0.47% of the 13F portfolio, value $1,796,515.

    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 35,251 shares
    Change vs previous 13F -17,670 shares

    0.77% of the 13F portfolio, value $2,862,051.

    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 52,921 shares
    Change vs previous 13F -20,307 shares

    1.4% of the 13F portfolio, value $4,268,108.

    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 73,228 shares
    Change vs previous 13F +7,598 shares

    2.06% of the 13F portfolio, value $5,776,973.

    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 65,630 shares
    Change vs previous 13F +1,091 shares

    2.73% of the 13F portfolio, value $5,161,805.

    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 64,539 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $5,182,455.

    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).