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Disclosery

Plan Group Financial, LLC: ICVT position timeline

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

Plan Group Financial, LLC held 62,812 ICVT 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 62,812 shares
    Change vs previous 13F +1,856 shares

    1.58% of the 13F portfolio, value $7,646,684.

    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 60,956 shares
    Change vs previous 13F +3,647 shares

    1.46% of the 13F portfolio, value $6,204,725.

    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 57,309 shares
    Change vs previous 13F +10,819 shares

    1.47% of the 13F portfolio, value $5,644,949.

    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 46,490 shares
    Change vs previous 13F +17,046 shares

    1.25% of the 13F portfolio, value $4,651,277.

    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 29,444 shares
    Change vs previous 13F +15,879 shares

    0.87% of the 13F portfolio, value $2,652,949.

    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 13,565 shares
    Change vs previous 13F +11,109 shares

    0.4% of the 13F portfolio, value $1,134,170.

    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 2,456 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $208,686.

    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 2,456 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $205,494.

    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).