Long-term investor
Plan Group Financial, LLC @plangroupfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001940033).
Record
- Tracked since 2025-06-30 (477 days), 263 trades recorded
- Returns: week n/a · month n/a · 90 days +0.6% · 6 months -0.4% · 1 year +2.0% · all +2.0%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464288257 · 3.3% · long · since 2025-06-30
- 084670108 · 3.2% · long · since 2025-09-30
- 69374H881 · 3.2% · long · since 2025-06-30
- 46641Q761 · 3.1% · long · since 2025-09-30
- 69374H360 · 2.7% · long · since 2025-06-30
- JPM · 2.5% · long · since 2025-06-30
- 46436E718 · 2.4% · long · since 2026-03-31
- 922908363 · 2.3% · long · since 2025-06-30
- 922908769 · 2.3% · long · since 2025-06-30
- 78463X533 · 2.2% · long · since 2025-06-30
- 464287499 · 2.0% · long · since 2025-06-30
- 46654Q757 · 1.7% · long · since 2025-09-30