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Disclosery

Plan Group Financial, LLC: PPL position timeline

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

Plan Group Financial, LLC held 81,333 PPL 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 81,333 shares
    Change vs previous 13F +10,923 shares

    0.61% of the 13F portfolio, value $2,956,438.

    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 70,410 shares
    Change vs previous 13F +7,373 shares

    0.63% of the 13F portfolio, value $2,689,659.

    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 63,037 shares
    Change vs previous 13F +5,235 shares

    0.57% of the 13F portfolio, value $2,207,554.

    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 57,802 shares
    Change vs previous 13F +8,006 shares

    0.58% of the 13F portfolio, value $2,147,917.

    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 49,796 shares
    Change vs previous 13F +6,378 shares

    0.55% of the 13F portfolio, value $1,687,594.

    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 43,418 shares
    Change vs previous 13F +13,478 shares

    0.56% of the 13F portfolio, value $1,567,812.

    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 29,940 shares
    Change vs previous 13F +3,362 shares

    0.51% of the 13F portfolio, value $971,837.

    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 26,578 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $879,211.

    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).