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Disclosery

Plan Group Financial, LLC: JIVE position timeline

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

Plan Group Financial, LLC held 89,917 JIVE 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 89,917 shares
    Change vs previous 13F +19,484 shares

    1.71% of the 13F portfolio, value $8,268,255.

    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 70,433 shares
    Change vs previous 13F +32,205 shares

    1.42% of the 13F portfolio, value $6,031,854.

    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 38,228 shares
    Change vs previous 13F +12,170 shares

    0.8% of the 13F portfolio, value $3,068,887.

    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 26,058 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,964,773.

    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).