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Disclosery

Plan Group Financial, LLC: MO position timeline

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

Plan Group Financial, LLC held 56,096 MO 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 56,096 shares
    Change vs previous 13F +5,573 shares

    0.84% of the 13F portfolio, value $4,036,091.

    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 50,523 shares
    Change vs previous 13F +5,850 shares

    0.78% of the 13F portfolio, value $3,333,997.

    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 44,673 shares
    Change vs previous 13F +4,669 shares

    0.67% of the 13F portfolio, value $2,575,831.

    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 40,004 shares
    Change vs previous 13F +4,474 shares

    0.71% of the 13F portfolio, value $2,642,693.

    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 35,530 shares
    Change vs previous 13F +3,592 shares

    0.69% of the 13F portfolio, value $2,083,124.

    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 31,938 shares
    Change vs previous 13F +8,502 shares

    0.68% of the 13F portfolio, value $1,916,892.

    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 23,436 shares
    Change vs previous 13F +2,213 shares

    0.65% of the 13F portfolio, value $1,225,491.

    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 21,223 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,083,200.

    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).