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Disclosery

Plan Group Financial, LLC: TSLX position timeline

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

Plan Group Financial, LLC held 120,324 TSLX 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 120,324 shares
    Change vs previous 13F +29,955 shares

    0.43% of the 13F portfolio, value $2,065,969.

    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 90,369 shares
    Change vs previous 13F +17,112 shares

    0.39% of the 13F portfolio, value $1,660,989.

    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 73,257 shares
    Change vs previous 13F +9,635 shares

    0.41% of the 13F portfolio, value $1,591,142.

    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 63,622 shares
    Change vs previous 13F +12,194 shares

    0.39% of the 13F portfolio, value $1,454,395.

    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 51,428 shares
    Change vs previous 13F +12,505 shares

    0.4% of the 13F portfolio, value $1,224,492.

    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 38,923 shares
    Change vs previous 13F +19,362 shares

    0.31% of the 13F portfolio, value $871,097.

    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 19,561 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $416,649.

    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).