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Plan Group Financial, LLC

SEC CIK
0001940033
Latest filing
Aug 3, 2026

WES holding history

Western Midstream Partners, 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.

WES overviewAll 13F holders of WESFull Q2 2026 holdings

Shares (Q2 2026)
20,350
Value
$890.5K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of WES by Plan Group Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,350$890.5K0.2%+2,220+12.2%AddedHolders
Q1 202618,130$746.4K0.2%+7,630+72.7%AddedHolders
Q4 202510,500$414.8K0.1%+10,500NewHolders