Skip to content
Disclosery

Plan A Wealth LLC: DOLE position timeline

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

Plan A Wealth LLC held 41,983 DOLE 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 41,983 shares
    Change vs previous 13F +2,365 shares

    0.19% of the 13F portfolio, value $533,604.

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

  2. period ended2026-06-30
    13F 39,618 shares
    Change vs previous 13F +8,764 shares

    0.23% of the 13F portfolio, value $543,559.

    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 30,854 shares
    Change vs previous 13F +8,221 shares

    0.21% of the 13F portfolio, value $440,904.

    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 22,633 shares
    Change vs previous 13F +4,633 shares

    0.17% of the 13F portfolio, value $339,269.

    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 18,000 shares
    Change vs previous 13F +5,099 shares

    0.12% of the 13F portfolio, value $241,920.

    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 12,901 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $180,485.

    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).