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Manager record

Plan Group Financial, LLC

Oklahoma City, OK · CIK 1940033 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$509.68MReported 13F valueQ3 2026 · as filed
230Holdings listed
+5.0%vs prior quartervalue change includes market moves
6Quarters on record
Oct 22Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $304.1M$304.1MQ2 2025159 holdingsQ3 2025: $372.5M$372.5MQ3 2025185 holdingsQ4 2025: $419.1M$419.1MQ4 2025229 holdingsQ1 2026: $426.3M$426.3MQ1 2026232 holdingsQ2 2026: $485.5M$485.5MQ2 2026253 holdingsQ3 2026: $509.7M$509.7MQ3 2026230 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 22 2026 13F-HR · period Q3 2026

$509.68M · 230 holdings listed · View original SEC filing ↗
Aug 03 2026 13F-HR · period Q2 2026

$485.54M · 253 holdings listed · View original SEC filing ↗
Apr 13 2026 13F-HR · period Q1 2026

$426.26M · 232 holdings listed · View original SEC filing ↗
Feb 03 2026 13F-HR · period Q4 2025

$419.07M · 229 holdings listed · View original SEC filing ↗
Oct 27 2025 13F-HR · period Q3 2025

$372.46M · 185 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$304.10M · 159 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 22, 2026 · Change methodology