Number of Shares
80,140
Previous 68,457 17.07%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025

BUY
N/A
11,683 Added 17.07%
80,140 $0
Q1 2025

May 09, 2025

BUY
N/A
26,069 Added 61.5%
68,457 $0
Q4 2024

Jan 31, 2025

BUY
N/A
3,678 Added 9.5%
42,388 $0
Q3 2024

Oct 22, 2024

BUY
N/A
5,173 Added 15.42%
38,710 $0
Q2 2024

Aug 05, 2024

BUY
N/A
18,109 Added 117.38%
33,537 $0
Q1 2024

Apr 26, 2024

BUY
N/A
15,428 New
15,428 $0
Track This Portfolio

Track Plan Group Financial, LLC Portfolio

Follow Plan Group Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.