Position in E
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$481,185
New position
Shares Held
8,500
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Plan Group Financial, LLC holds $12,373,722 across 6 Oil & Gas Integrated names.
All Filings in E
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $481,185 | 8,500 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||