Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001940033-24-000003
Filing Date
2024-08-05
Accepted
2024-08-05 13:10:51
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-08-05

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1940
2 PlanGroupFinancial13f2Q2024.html INFORMATION TABLE  
2 PlanGroupFinancial13f2Q2024.xml INFORMATION TABLE 49454
  Complete submission text file 0001940033-24-000003.txt   52596
Mailing Address 6 NE 63RD STREET OKLAHOMA CITY OK 73105
Business Address 6 NE 63RD STREET OKLAHOMA CITY OK 73105 4058481099
Plan Group Financial, LLC (Filer) CIK: 0001940033 (see all company filings)

EIN.: 810566793 | State of Incorp.: OK | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22609 | Film No.: 241174055