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Disclosery

Plan Group Financial, LLC: IWR position timeline

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

Plan Group Financial, LLC held 90,221 IWR 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 90,221 shares
    Change vs previous 13F +3,328 shares

    2.06% of the 13F portfolio, value $9,953,170.

    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 86,893 shares
    Change vs previous 13F -4,334 shares

    1.98% of the 13F portfolio, value $8,448,574.

    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 91,227 shares
    Change vs previous 13F -6,884 shares

    2.28% of the 13F portfolio, value $8,782,404.

    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 98,111 shares
    Change vs previous 13F -9,713 shares

    2.54% of the 13F portfolio, value $9,472,622.

    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 107,824 shares
    Change vs previous 13F -18,842 shares

    3.26% of the 13F portfolio, value $9,916,562.

    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 126,666 shares
    Change vs previous 13F +34,083 shares

    3.85% of the 13F portfolio, value $10,775,454.

    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 92,583 shares
    Change vs previous 13F -296 shares

    4.32% of the 13F portfolio, value $8,184,337.

    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 92,879 shares
    Change vs previous 13F not available

    4.32% of the 13F portfolio, value $8,186,366.

    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).