Plan Group Financial, LLC

SEC CIK: 0001940033
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

GDOT holding history

Green Dot 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.

GDOT overview All 13F holders of GDOT Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2025

Holdings of GDOT by Plan Group Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−14,803−100.0%	Sold out	Holders
Q1 2026	14,803	$166.1K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	14,803	$189.6K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	14,803	$198.8K	0.1%	+14,803	New	Holders