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Disclosery

Plan A Wealth LLC: CBOE position timeline

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

Plan A Wealth LLC held 3,021 CBOE 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 3,021 shares
    Change vs previous 13F +86 shares

    0.3% of the 13F portfolio, value $831,732.

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

  2. period ended2026-06-30
    13F 2,935 shares
    Change vs previous 13F +124 shares

    0.3% of the 13F portfolio, value $712,292.

    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 2,811 shares
    Change vs previous 13F +110 shares

    0.38% of the 13F portfolio, value $790,137.

    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 2,701 shares
    Change vs previous 13F +59 shares

    0.33% of the 13F portfolio, value $677,982.

    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 2,642 shares
    Change vs previous 13F +170 shares

    0.33% of the 13F portfolio, value $647,966.

    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 2,472 shares
    Change vs previous 13F +1,308 shares

    0.33% of the 13F portfolio, value $576,495.

    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 1,164 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $263,402.

    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).