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Disclosery

Plan A Wealth LLC: BBH position timeline

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

Plan A Wealth LLC held 1,197 BBH 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 1,197 shares
    Change vs previous 13F -163 shares

    0.1% of the 13F portfolio, value $292,858.

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

  2. period ended2026-06-30
    13F 1,360 shares
    Change vs previous 13F -61 shares

    0.12% of the 13F portfolio, value $276,422.

    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 1,421 shares
    Change vs previous 13F -899 shares

    0.13% of the 13F portfolio, value $267,200.

    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 2,320 shares
    Change vs previous 13F -767 shares

    0.21% of the 13F portfolio, value $439,112.

    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 3,087 shares
    Change vs previous 13F -3,962 shares

    0.26% of the 13F portfolio, value $511,468.

    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 7,049 shares
    Change vs previous 13F -5,046 shares

    0.61% of the 13F portfolio, value $1,080,542.

    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 12,095 shares
    Change vs previous 13F -3,005 shares

    1.48% of the 13F portfolio, value $1,902,920.

    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 15,100 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $2,370,305.

    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).