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Plan Group Financial, LLC

SEC CIK
0001940033
Latest filing
Aug 3, 2026

TTE holding history

TotalEnergies SE 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.

TTE overviewAll 13F holders of TTEFull Q2 2026 holdings

Shares (Q2 2026)
8,625
Value
$670.7K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of TTE by Plan Group Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,625$670.7K0.1%−5,100−37.2%ReducedHolders
Q1 202613,725$1.25M0.3%+2,350+20.7%AddedHolders
Q4 202511,375$744.2K0.2%+11,375NewHolders