Plan Group Financial, LLC

SEC CIK: 0001940033
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

PAA holding history

Plains All American Pipeline LP 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.

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

Shares (Q2 2026): 10,000
Value: $222.6K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of PAA by Plan Group Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,000	$222.6K	<0.1%	+10,000	New	Holders
Q4 2025	0	$0	0.0%	−17,000−100.0%	Sold out	Holders
Q3 2025	17,000	$290.0K	0.1%	+2,000+13.3%	Added	Holders
Q2 2025	15,000	$274.8K	0.1%	+15,000	New	Holders