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Disclosery

Plan A Wealth LLC: ARE position timeline

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

Plan A Wealth LLC held 7,502 ARE 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 7,502 shares
    Change vs previous 13F +305 shares

    0.13% of the 13F portfolio, value $356,063.

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

  2. period ended2026-06-30
    13F 7,197 shares
    Change vs previous 13F +1,478 shares

    0.16% of the 13F portfolio, value $380,339.

    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 5,719 shares
    Change vs previous 13F +1,411 shares

    0.13% of the 13F portfolio, value $265,465.

    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 4,308 shares
    Change vs previous 13F +550 shares

    0.1% of the 13F portfolio, value $210,847.

    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 3,758 shares
    Change vs previous 13F +467 shares

    0.16% of the 13F portfolio, value $313,161.

    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 3,291 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $239,025.

    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).