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Disclosery

Plan Group Financial, LLC: OGE position timeline

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

Plan Group Financial, LLC held 15,000 OGE 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 15,000 shares
    Change vs previous 13F -716 shares

    0.15% of the 13F portfolio, value $729,900.

    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 15,716 shares
    Change vs previous 13F -987 shares

    0.18% of the 13F portfolio, value $753,720.

    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 16,703 shares
    Change vs previous 13F -792 shares

    0.19% of the 13F portfolio, value $713,203.

    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 17,495 shares
    Change vs previous 13F +8,681 shares

    0.22% of the 13F portfolio, value $809,502.

    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 8,814 shares
    Change vs previous 13F -383 shares

    0.13% of the 13F portfolio, value $391,170.

    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 9,197 shares
    Change vs previous 13F +3,660 shares

    0.15% of the 13F portfolio, value $422,702.

    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 5,537 shares
    Change vs previous 13F +20 shares

    0.12% of the 13F portfolio, value $228,387.

    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 5,517 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $226,299.

    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).