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Disclosery

Plan Group Financial, LLC: OHI position timeline

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

Plan Group Financial, LLC held 72,485 OHI 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 72,485 shares
    Change vs previous 13F +8,417 shares

    0.72% of the 13F portfolio, value $3,456,098.

    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 64,068 shares
    Change vs previous 13F +5,924 shares

    0.66% of the 13F portfolio, value $2,807,465.

    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 58,144 shares
    Change vs previous 13F +4,414 shares

    0.67% of the 13F portfolio, value $2,578,115.

    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 53,730 shares
    Change vs previous 13F +9,173 shares

    0.61% of the 13F portfolio, value $2,268,465.

    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 44,557 shares
    Change vs previous 13F +6,264 shares

    0.54% of the 13F portfolio, value $1,632,997.

    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 38,293 shares
    Change vs previous 13F +12,297 shares

    0.52% of the 13F portfolio, value $1,458,205.

    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 25,996 shares
    Change vs previous 13F +2,838 shares

    0.52% of the 13F portfolio, value $983,967.

    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 23,158 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $942,547.

    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).