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Plan Group Financial, LLC: RPG position timeline

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

Plan Group Financial, LLC held 48,303 RPG 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 48,303 shares
    Change vs previous 13F -3,899 shares

    0.64% of the 13F portfolio, value $3,084,121.

    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 52,202 shares
    Change vs previous 13F -20,925 shares

    0.57% of the 13F portfolio, value $2,439,923.

    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 73,127 shares
    Change vs previous 13F -25,023 shares

    0.89% of the 13F portfolio, value $3,413,185.

    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 98,150 shares
    Change vs previous 13F -50,998 shares

    1.26% of the 13F portfolio, value $4,683,732.

    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 149,148 shares
    Change vs previous 13F -74,362 shares

    2.24% of the 13F portfolio, value $6,826,518.

    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 223,510 shares
    Change vs previous 13F +40,178 shares

    3.05% of the 13F portfolio, value $8,549,244.

    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 183,332 shares
    Change vs previous 13F +4,149 shares

    4% of the 13F portfolio, value $7,564,258.

    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 179,183 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $7,036,505.

    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).