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Disclosery

Plan Group Financial, LLC: OUNZ position timeline

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

Plan Group Financial, LLC held 105,275 OUNZ 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 105,275 shares
    Change vs previous 13F -5,500 shares

    0.84% of the 13F portfolio, value $4,062,562.

    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 110,775 shares
    Change vs previous 13F +3,525 shares

    1.17% of the 13F portfolio, value $4,990,414.

    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 107,250 shares
    Change vs previous 13F +13,000 shares

    1.15% of the 13F portfolio, value $4,448,730.

    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 94,250 shares
    Change vs previous 13F +1,000 shares

    0.94% of the 13F portfolio, value $3,505,158.

    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 93,250 shares
    Change vs previous 13F +9,750 shares

    0.98% of the 13F portfolio, value $2,973,743.

    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 83,500 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,516,690.

    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).