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Disclosery

Plan Group Financial, LLC: PDBA position timeline

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

Plan Group Financial, LLC held 88,002 PDBA 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 88,002 shares
    Change vs previous 13F +7,138 shares

    0.65% of the 13F portfolio, value $3,134,631.

    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 80,864 shares
    Change vs previous 13F +51,272 shares

    0.69% of the 13F portfolio, value $2,949,110.

    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 29,592 shares
    Change vs previous 13F -176 shares

    0.26% of the 13F portfolio, value $1,006,128.

    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 29,768 shares
    Change vs previous 13F +2,968 shares

    0.28% of the 13F portfolio, value $1,061,378.

    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 26,800 shares
    Change vs previous 13F -4,468 shares

    0.31% of the 13F portfolio, value $934,516.

    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 31,268 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,099,383.

    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).