Skip to content
Disclosery

Plan A Wealth LLC: CGIC position timeline

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

Plan A Wealth LLC held 9,436 CGIC 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 9,436 shares
    Change vs previous 13F +1,142 shares

    0.12% of the 13F portfolio, value $339,538.

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

  2. period ended2026-06-30
    13F 8,294 shares
    Change vs previous 13F -538 shares

    0.13% of the 13F portfolio, value $301,819.

    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 8,832 shares
    Change vs previous 13F -54 shares

    0.14% of the 13F portfolio, value $292,428.

    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 8,886 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $288,795.

    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).