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Disclosery

Plan Group Financial, LLC: VO position timeline

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

Plan Group Financial, LLC held 13,904 VO 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 13,904 shares
    Change vs previous 13F +10,393 shares

    0.23% of the 13F portfolio, value $1,120,270.

    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 3,511 shares
    Change vs previous 13F +3 shares

    0.24% of the 13F portfolio, value $1,008,307.

    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 3,508 shares
    Change vs previous 13F +41 shares

    0.26% of the 13F portfolio, value $1,018,101.

    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 3,467 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,018,406.

    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 3,467 shares
    Change vs previous 13F +5 shares

    0.32% of the 13F portfolio, value $970,180.

    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 3,462 shares
    Change vs previous 13F +301 shares

    0.32% of the 13F portfolio, value $895,345.

    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 3,161 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $834,916.

    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 3,161 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $833,966.

    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).