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Plan A Wealth LLC: ARTY position timeline

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

Plan A Wealth LLC held 7,993 ARTY 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 7,993 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $626,012.

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

  2. period ended2026-06-30
    13F 7,993 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $608,747.

    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 7,993 shares
    Change vs previous 13F -416 shares

    0.18% of the 13F portfolio, value $371,914.

    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 8,409 shares
    Change vs previous 13F -3,637 shares

    0.2% of the 13F portfolio, value $405,146.

    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 12,046 shares
    Change vs previous 13F -4,675 shares

    0.28% of the 13F portfolio, value $551,456.

    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 16,721 shares
    Change vs previous 13F -25,789 shares

    0.39% of the 13F portfolio, value $685,567.

    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 42,510 shares
    Change vs previous 13F -16,506 shares

    1.04% of the 13F portfolio, value $1,336,949.

    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 59,016 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $2,187,706.

    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).