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Disclosery

Plan A Wealth LLC: BBD position timeline

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

Plan A Wealth LLC held 23,327 BBD 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 23,327 shares
    Change vs previous 13F +4,224 shares

    0.03% of the 13F portfolio, value $82,111.

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

  2. period ended2026-06-30
    13F 19,103 shares
    Change vs previous 13F +544 shares

    0.03% of the 13F portfolio, value $66,287.

    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 18,559 shares
    Change vs previous 13F +1,266 shares

    0.03% of the 13F portfolio, value $67,740.

    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 17,293 shares
    Change vs previous 13F +2,022 shares

    0.03% of the 13F portfolio, value $57,586.

    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 15,271 shares
    Change vs previous 13F +1,493 shares

    0.03% of the 13F portfolio, value $51,616.

    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 13,778 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $42,574.

    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).