Skip to content
Disclosery

Plan Group Financial, LLC: LQD position timeline

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

Plan Group Financial, LLC held 8,042 LQD 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 8,042 shares
    Change vs previous 13F -1,914 shares

    0.18% of the 13F portfolio, value $877,193.

    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 9,956 shares
    Change vs previous 13F -5,703 shares

    0.25% of the 13F portfolio, value $1,085,156.

    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 15,659 shares
    Change vs previous 13F -9,257 shares

    0.45% of the 13F portfolio, value $1,725,485.

    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 24,916 shares
    Change vs previous 13F -12,165 shares

    0.75% of the 13F portfolio, value $2,777,371.

    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 37,081 shares
    Change vs previous 13F -14,564 shares

    1.34% of the 13F portfolio, value $4,064,430.

    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 51,645 shares
    Change vs previous 13F +5,332 shares

    2% of the 13F portfolio, value $5,613,290.

    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 46,313 shares
    Change vs previous 13F +905 shares

    2.61% of the 13F portfolio, value $4,948,076.

    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 45,408 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $5,130,248.

    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).