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Disclosery

Plan A Wealth LLC: EW position timeline

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

Plan A Wealth LLC held 5,460 EW 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 5,460 shares
    Change vs previous 13F +158 shares

    0.17% of the 13F portfolio, value $471,307.

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

  2. period ended2026-06-30
    13F 5,302 shares
    Change vs previous 13F +544 shares

    0.2% of the 13F portfolio, value $479,619.

    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 4,758 shares
    Change vs previous 13F +208 shares

    0.18% of the 13F portfolio, value $381,021.

    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 4,550 shares
    Change vs previous 13F +227 shares

    0.19% of the 13F portfolio, value $387,888.

    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 4,323 shares
    Change vs previous 13F +461 shares

    0.17% of the 13F portfolio, value $336,200.

    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 3,862 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $302,047.

    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).