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Plan Group Financial, LLC

SEC CIK
0001940033
Latest filing
Aug 3, 2026

FDS holding history

Factset Research Systems Inc 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.

FDS overviewAll 13F holders of FDSFull Q2 2026 holdings

Shares (Q2 2026)
939
Value
$216.0K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of FDS by Plan Group Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026939$216.0K<0.1%+939NewHolders