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Disclosery

Plan A Wealth LLC: ELCV position timeline

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

Plan A Wealth LLC held 7,625 ELCV 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 7,625 shares
    Change vs previous 13F +42 shares

    0.08% of the 13F portfolio, value $231,114.

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

  2. period ended2026-06-30
    13F 7,583 shares
    Change vs previous 13F -526 shares

    0.11% of the 13F portfolio, value $249,253.

    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 8,109 shares
    Change vs previous 13F +223 shares

    0.11% of the 13F portfolio, value $235,161.

    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 7,886 shares
    Change vs previous 13F -2,735 shares

    0.1% of the 13F portfolio, value $209,294.

    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 10,621 shares
    Change vs previous 13F -2,444 shares

    0.14% of the 13F portfolio, value $284,036.

    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 13,065 shares
    Change vs previous 13F +975 shares

    0.19% of the 13F portfolio, value $331,890.

    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 12,090 shares
    Change vs previous 13F +2,830 shares

    0.23% of the 13F portfolio, value $300,920.

    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 9,260 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $228,891.

    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).