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Disclosery

Plan Group Financial, LLC: PM position timeline

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

Plan Group Financial, LLC held 23,686 PM 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 23,686 shares
    Change vs previous 13F +909 shares

    0.89% of the 13F portfolio, value $4,284,955.

    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 22,777 shares
    Change vs previous 13F +905 shares

    0.88% of the 13F portfolio, value $3,765,868.

    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 21,872 shares
    Change vs previous 13F -63 shares

    0.91% of the 13F portfolio, value $3,508,256.

    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 21,935 shares
    Change vs previous 13F +1,674 shares

    0.96% of the 13F portfolio, value $3,557,841.

    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 20,261 shares
    Change vs previous 13F +1,842 shares

    1.21% of the 13F portfolio, value $3,690,109.

    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 18,419 shares
    Change vs previous 13F +5,715 shares

    1.04% of the 13F portfolio, value $2,923,626.

    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 12,704 shares
    Change vs previous 13F +978 shares

    0.81% of the 13F portfolio, value $1,528,901.

    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 11,726 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,423,572.

    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).