Plan Group Financial, LLC
Holdings in DKL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $457,355 | 10,250 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $740,025 | 16,250 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $654,987 | 15,250 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $1,090,152 | 25,200 | Shares | Sole | 2025-05-09 |