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Disclosery

Plan A Wealth LLC: FISV position timeline

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

Plan A Wealth LLC held 6,832 FISV 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 6,832 shares
    Change vs previous 13F +277 shares

    0.11% of the 13F portfolio, value $308,670.

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

  2. period ended2026-06-30
    13F 6,555 shares
    Change vs previous 13F +830 shares

    0.14% of the 13F portfolio, value $321,523.

    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 5,725 shares
    Change vs previous 13F +952 shares

    0.15% of the 13F portfolio, value $319,455.

    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 4,773 shares
    Change vs previous 13F +435 shares

    0.16% of the 13F portfolio, value $320,602.

    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 4,338 shares
    Change vs previous 13F +380 shares

    0.28% of the 13F portfolio, value $559,298.

    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 3,958 shares
    Change vs previous 13F +2,135 shares

    0.39% of the 13F portfolio, value $682,399.

    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 1,823 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $402,573.

    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).