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Disclosery

Plan Group Financial, LLC: SPTL position timeline

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

Plan Group Financial, LLC held 119,566 SPTL 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 119,566 shares
    Change vs previous 13F +8,619 shares

    0.65% of the 13F portfolio, value $3,136,227.

    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 110,947 shares
    Change vs previous 13F +33,489 shares

    0.68% of the 13F portfolio, value $2,917,895.

    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 77,458 shares
    Change vs previous 13F +4,152 shares

    0.53% of the 13F portfolio, value $2,050,301.

    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 73,306 shares
    Change vs previous 13F +7,017 shares

    0.53% of the 13F portfolio, value $1,975,584.

    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 66,289 shares
    Change vs previous 13F +1,203 shares

    0.58% of the 13F portfolio, value $1,761,953.

    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 65,086 shares
    Change vs previous 13F +9,814 shares

    0.63% of the 13F portfolio, value $1,774,238.

    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 55,272 shares
    Change vs previous 13F -132 shares

    0.76% of the 13F portfolio, value $1,447,585.

    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 55,404 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,610,603.

    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).