Ownership history in Plan Group Financial, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Plan Group Financial, LLC reported a position in GLOBAL X FDS (PFFD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 285,358 | +61,965 | +27.7% | 1.40% | $5.4M | $18.71 |
| 2025 Q3 | ADDED | 223,393 | +82,899 | +59.0% | 1.17% | $4.3M | $18.83 |
| 2025 Q2 | ADDED | 140,494 | +72,705 | +107.3% | 0.87% | $2.6M | $17.96 |
| 2025 Q1 | ADDED | 67,789 | +51,563 | +317.8% | 0.46% | $1.3M | $17.88 |
| 2024 Q4 | ADDED | 16,226 | +65 | +0.4% | 0.17% | $317K | $18.13 |
| 2024 Q3 | REDUCED | 16,161 | -315 | -1.9% | 0.18% | $336K | $18.92 |
| 2024 Q2 | ADDED | 16,476 | +346 | +2.1% | 0.20% | $324K | $17.64 |
| 2024 Q1 | INITIATED | 16,130 | — | — | 0.21% | $325K | — |
As of 2025 Q4 — sorted by position size