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Disclosery

Plan Group Financial, LLC: PDBC position timeline

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

Plan Group Financial, LLC held 504,041 PDBC 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 504,041 shares
    Change vs previous 13F -37,338 shares

    1.66% of the 13F portfolio, value $8,004,172.

    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 541,379 shares
    Change vs previous 13F +191,751 shares

    2.2% of the 13F portfolio, value $9,376,680.

    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 349,628 shares
    Change vs previous 13F +19,629 shares

    1.2% of the 13F portfolio, value $4,632,567.

    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 329,999 shares
    Change vs previous 13F +54,564 shares

    1.19% of the 13F portfolio, value $4,431,889.

    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 275,435 shares
    Change vs previous 13F -45,543 shares

    1.18% of the 13F portfolio, value $3,591,674.

    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 320,978 shares
    Change vs previous 13F +139,415 shares

    1.56% of the 13F portfolio, value $4,374,933.

    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 181,563 shares
    Change vs previous 13F +1,365 shares

    1.25% of the 13F portfolio, value $2,358,505.

    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 180,198 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $2,420,060.

    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).