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Disclosery

Plan Group Financial, LLC: T position timeline

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

Plan Group Financial, LLC held 115,020 T 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 115,020 shares
    Change vs previous 13F +11,538 shares

    0.49% of the 13F portfolio, value $2,380,904.

    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 103,482 shares
    Change vs previous 13F +12,562 shares

    0.7% of the 13F portfolio, value $2,999,931.

    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 90,920 shares
    Change vs previous 13F +3,112 shares

    0.59% of the 13F portfolio, value $2,258,453.

    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 87,808 shares
    Change vs previous 13F +8,825 shares

    0.67% of the 13F portfolio, value $2,479,686.

    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 78,983 shares
    Change vs previous 13F +6,381 shares

    0.75% of the 13F portfolio, value $2,285,757.

    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 72,602 shares
    Change vs previous 13F +17,910 shares

    0.73% of the 13F portfolio, value $2,053,193.

    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 54,692 shares
    Change vs previous 13F +4,375 shares

    0.66% of the 13F portfolio, value $1,245,327.

    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 50,317 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,106,975.

    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).