Skip to content
Disclosery

Plan A Wealth LLC: BCI position timeline

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

Plan A Wealth LLC held 220,387 BCI 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 220,387 shares
    Change vs previous 13F +4,533 shares

    2.04% of the 13F portfolio, value $5,701,429.

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

  2. period ended2026-06-30
    13F 215,854 shares
    Change vs previous 13F +1,790 shares

    2.05% of the 13F portfolio, value $4,822,177.

    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 214,064 shares
    Change vs previous 13F +11,500 shares

    2.49% of the 13F portfolio, value $5,199,613.

    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 202,564 shares
    Change vs previous 13F +13,563 shares

    1.94% of the 13F portfolio, value $3,956,074.

    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 189,001 shares
    Change vs previous 13F +30,232 shares

    2.07% of the 13F portfolio, value $4,071,082.

    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 158,769 shares
    Change vs previous 13F +96,576 shares

    1.87% of the 13F portfolio, value $3,297,632.

    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 62,193 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,334,662.

    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).