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Disclosery

Plan Group Financial, LLC: SLQT position timeline

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

Plan Group Financial, LLC held 11,359 SLQT 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 11,359 shares
    Change vs previous 13F -8,174 shares

    <0.01% of the 13F portfolio, value $9,554.

    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 19,533 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $12,296.

    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 19,533 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $27,542.

    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 19,533 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $38,285.

    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 19,533 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $46,489.

    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 19,533 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $65,240.

    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 19,533 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $72,663.

    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 19,533 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $42,387.

    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).