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Plan Group Financial, LLC

SEC CIK
0001940033
Latest filing
Aug 3, 2026

VST holding history

Vistra 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.

VST overviewAll 13F holders of VSTFull Q2 2026 holdings

Shares (Q2 2026)
1,990
Value
$315.7K
% of portfolio
0.1%
Quarters held
6
Since Q1 2025
Holdings of VST by Plan Group Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,990$315.7K0.1%00.0%UnchangedHolders
Q1 20261,990$299.2K0.1%00.0%UnchangedHolders
Q4 20251,990$321.0K0.1%00.0%UnchangedHolders
Q3 20251,990$389.9K0.1%00.0%UnchangedHolders
Q2 20251,990$385.7K0.1%00.0%UnchangedHolders
Q1 20251,990$233.7K0.1%+1,990NewHolders