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Disclosery

Plan Group Financial, LLC: VOO position timeline

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

Plan Group Financial, LLC held 16,251 VOO 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 16,251 shares
    Change vs previous 13F -3,021 shares

    2.31% of the 13F portfolio, value $11,161,303.

    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 19,272 shares
    Change vs previous 13F -8,263 shares

    2.7% of the 13F portfolio, value $11,515,891.

    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 27,535 shares
    Change vs previous 13F -436 shares

    4.48% of the 13F portfolio, value $17,268,098.

    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 27,971 shares
    Change vs previous 13F -4,313 shares

    4.6% of the 13F portfolio, value $17,128,885.

    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 32,284 shares
    Change vs previous 13F -6,964 shares

    6.03% of the 13F portfolio, value $18,338,203.

    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 39,248 shares
    Change vs previous 13F +9,093 shares

    7.2% of the 13F portfolio, value $20,170,041.

    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 30,155 shares
    Change vs previous 13F -758 shares

    8.58% of the 13F portfolio, value $16,247,902.

    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 30,913 shares
    Change vs previous 13F not available

    8.61% of the 13F portfolio, value $16,312,116.

    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).