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Disclosery

Plan A Wealth LLC: EMB position timeline

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

Plan A Wealth LLC held 4,235 EMB 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 4,235 shares
    Change vs previous 13F -175 shares

    0.14% of the 13F portfolio, value $384,778.

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

  2. period ended2026-06-30
    13F 4,410 shares
    Change vs previous 13F -206 shares

    0.18% of the 13F portfolio, value $425,278.

    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 4,616 shares
    Change vs previous 13F -3,138 shares

    0.21% of the 13F portfolio, value $433,559.

    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 7,754 shares
    Change vs previous 13F -2,790 shares

    0.37% of the 13F portfolio, value $746,533.

    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 10,544 shares
    Change vs previous 13F -4,974 shares

    0.51% of the 13F portfolio, value $1,003,662.

    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 15,518 shares
    Change vs previous 13F -6,751 shares

    0.81% of the 13F portfolio, value $1,437,257.

    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 22,269 shares
    Change vs previous 13F -4,233 shares

    1.56% of the 13F portfolio, value $2,017,364.

    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 26,502 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $2,359,779.

    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).