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Plan Group Financial, LLC

SEC CIK
0001940033
Latest filing
Aug 3, 2026

AOS holding history

Smith A O Corp in every 13F filed by Plan Group Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AOS overviewAll 13F holders of AOSFull Q2 2026 holdings

Shares (Q2 2026)
3,964
Value
$248.6K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of AOS by Plan Group Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,964$248.6K0.1%+3,964NewHolders