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Plan Group Financial, LLCETFConcentrated trader

CIK: 0001940033 | OKLAHOMA CITY, OK

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR230$509.7M2026-10-22SEC ↗
Q2 2026
13F-HR253$485.5M2026-08-03SEC ↗
Q1 2026
13F-HR232$426.3M2026-04-13SEC ↗
Q4 2025
13F-HR202$385.3M2026-02-03SEC ↗
Q3 2025
13F-HR185$372.5M2025-10-27SEC ↗
Q2 2025
13F-HR159$304.1M2025-08-13SEC ↗
Q1 2025
13F-HR148$280.1M2025-05-09SEC ↗
Q4 2024
13F-HR115$189.3M2025-01-31SEC ↗
Q3 2024
13F-HR114$189.4M2024-10-22SEC ↗
Q2 2024
13F-HR99$163.5M2024-08-05SEC ↗
Q1 2024
13F-HR94$152.3M2024-04-26SEC ↗
Q4 2023
13F-HR71$114.0M2024-01-29SEC ↗
Q3 2023
13F-HR71$138.9M2023-11-13SEC ↗
Q2 2023
13F-HR66$119.7M2023-08-10SEC ↗
Q2 2022Amended
13F-HR/A64$58.2M2022-08-12SEC ↗