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Disclosery

Plan A Wealth LLC: AFL position timeline

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

Plan A Wealth LLC held 6,455 AFL 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 6,455 shares
    Change vs previous 13F -78 shares

    0.26% of the 13F portfolio, value $721,600.

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

  2. period ended2026-06-30
    13F 6,533 shares
    Change vs previous 13F +217 shares

    0.33% of the 13F portfolio, value $766,045.

    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 6,316 shares
    Change vs previous 13F +5 shares

    0.33% of the 13F portfolio, value $692,963.

    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 6,311 shares
    Change vs previous 13F +146 shares

    0.34% of the 13F portfolio, value $695,937.

    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 6,165 shares
    Change vs previous 13F +439 shares

    0.35% of the 13F portfolio, value $688,643.

    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 5,726 shares
    Change vs previous 13F +977 shares

    0.34% of the 13F portfolio, value $603,864.

    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 4,749 shares
    Change vs previous 13F +5 shares

    0.41% of the 13F portfolio, value $528,041.

    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).

  8. period ended2024-12-31
    13F 4,744 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $490,719.

    13F-HR 0001172661-25-004606 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).