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Disclosery

Plan A Wealth LLC: ATO position timeline

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

Plan A Wealth LLC held 1,487 ATO 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 1,487 shares
    Change vs previous 13F +256 shares

    0.08% of the 13F portfolio, value $232,686.

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

  2. period ended2026-06-30
    13F 1,231 shares
    Change vs previous 13F +57 shares

    0.09% of the 13F portfolio, value $212,115.

    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 1,174 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $216,902.

    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).