Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001940033-25-000005
Filing Date
2025-08-13
Accepted
2025-08-13 14:28:37
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-08-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2010
2 PlanGroupFinancial_13f.html INFORMATION TABLE  
2 PlanGroupFinancial_13f.xml INFORMATION TABLE 79398
  Complete submission text file 0001940033-25-000005.txt   82598
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