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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001940033-24-000002
Filing Date
2024-04-26
Accepted
2024-04-26 13:01:25
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-04-26

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1937
2 PlanGroupFinancial_13f.html INFORMATION TABLE  
2 PlanGroupFinancial_13f.xml INFORMATION TABLE 46944
  Complete submission text file 0001940033-24-000002.txt   50077
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)

IRS No.: 810566793 | State of Incorp.: OK | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22609 | Film No.: 24881123