Plan Group Financial, LLC: SPYM position timeline

Plan Group Financial, LLC held 3,623 SPYM 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 3,623 shares

   Change vs previous 13F -122 shares

   0.07% of the 13F portfolio, value $318,372.

   13F-HR 0001940033-26-000006 filed by Plan Group Financial, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,745 shares

   Change vs previous 13F +141 shares

   0.07% of the 13F portfolio, value $286,671.

   13F-HR 0001940033-26-000004 filed by Plan Group Financial, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,604 shares

   Change vs previous 13F -611 shares

   0.08% of the 13F portfolio, value $289,128.

   13F-HR 0001940033-26-000001 filed by Plan Group Financial, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 4,215 shares

   Change vs previous 13F +13 shares

   0.09% of the 13F portfolio, value $330,172.

   13F-HR 0001940033-25-000007 filed by Plan Group Financial, LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 4,202 shares

   Change vs previous 13F -114 shares

   0.1% of the 13F portfolio, value $305,426.

   13F-HR 0001940033-25-000005 filed by Plan Group Financial, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 4,316 shares

   Change vs previous 13F +13 shares

   0.1% of the 13F portfolio, value $283,848.

   13F-HR 0001940033-25-000003 filed by Plan Group Financial, LLC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 4,303 shares

   Change vs previous 13F +15 shares

   0.16% of the 13F portfolio, value $296,615.

   13F-HR 0001911391-25-000004 filed by Plan Group Financial, LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 4,288 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $289,497.

   13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).