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Disclosery

Plan Group Financial, LLC: SGOL position timeline

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

Plan Group Financial, LLC held 50,600 SGOL 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 50,600 shares
    Change vs previous 13F -1,000 shares

    0.4% of the 13F portfolio, value $1,934,438.

    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 51,600 shares
    Change vs previous 13F -1,000 shares

    0.54% of the 13F portfolio, value $2,302,392.

    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 52,600 shares
    Change vs previous 13F -12,700 shares

    0.56% of the 13F portfolio, value $2,160,808.

    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 65,300 shares
    Change vs previous 13F +5,500 shares

    0.65% of the 13F portfolio, value $2,403,693.

    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 59,800 shares
    Change vs previous 13F +2,000 shares

    0.62% of the 13F portfolio, value $1,886,092.

    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 57,800 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,723,596.

    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).