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Plan A Wealth LLC: AME position timeline

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

Plan A Wealth LLC held 4,787 AME 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 4,787 shares
    Change vs previous 13F +81 shares

    0.42% of the 13F portfolio, value $1,185,947.

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

  2. period ended2026-06-30
    13F 4,706 shares
    Change vs previous 13F +285 shares

    0.48% of the 13F portfolio, value $1,138,621.

    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 4,421 shares
    Change vs previous 13F +67 shares

    0.45% of the 13F portfolio, value $947,721.

    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 4,354 shares
    Change vs previous 13F +165 shares

    0.44% of the 13F portfolio, value $893,942.

    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 4,189 shares
    Change vs previous 13F +299 shares

    0.4% of the 13F portfolio, value $787,543.

    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 3,890 shares
    Change vs previous 13F +2,106 shares

    0.4% of the 13F portfolio, value $703,934.

    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 1,784 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $307,098.

    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).