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Disclosery

Plan Group Financial, LLC: LVHI position timeline

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

Plan Group Financial, LLC held 75,180 LVHI 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 75,180 shares
    Change vs previous 13F -14,785 shares

    0.63% of the 13F portfolio, value $3,051,197.

    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 89,965 shares
    Change vs previous 13F -42,212 shares

    0.86% of the 13F portfolio, value $3,647,199.

    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 132,177 shares
    Change vs previous 13F +2,817 shares

    1.26% of the 13F portfolio, value $4,866,759.

    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 129,360 shares
    Change vs previous 13F +13,957 shares

    1.21% of the 13F portfolio, value $4,495,263.

    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 115,403 shares
    Change vs previous 13F +70,595 shares

    1.24% of the 13F portfolio, value $3,756,381.

    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 44,808 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,450,435.

    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).