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Disclosery

Plan A Wealth LLC: ACN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plan A Wealth LLC on ACN, newest first. How the timeline and the estimate are built.

Plan A Wealth LLC held 2,615 ACN shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,615 shares
    Change vs previous 13F +96 shares

    0.17% of the 13F portfolio, value $479,513.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,519 shares
    Change vs previous 13F +450 shares

    0.13% of the 13F portfolio, value $313,464.

    13F-HR 0001172661-26-002615 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,069 shares
    Change vs previous 13F +308 shares

    0.2% of the 13F portfolio, value $410,262.

    13F-HR 0001172661-26-002250 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 1,761 shares
    Change vs previous 13F +60 shares

    0.23% of the 13F portfolio, value $472,476.

    13F-HR 0001172661-26-000517 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,701 shares
    Change vs previous 13F +169 shares

    0.21% of the 13F portfolio, value $419,467.

    13F-HR 0001172661-25-004609 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,532 shares
    Change vs previous 13F +730 shares

    0.26% of the 13F portfolio, value $457,899.

    13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 802 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $250,256.

    13F-HR 0001172661-25-004607 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).