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Disclosery

Plan Group Financial, LLC: XLP position timeline

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

Plan Group Financial, LLC held 3,589 XLP 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 3,589 shares
    Change vs previous 13F -78 shares

    0.06% of the 13F portfolio, value $298,123.

    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 3,667 shares
    Change vs previous 13F +57 shares

    0.07% of the 13F portfolio, value $300,643.

    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 3,610 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $280,412.

    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 3,610 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $282,889.

    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).