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Disclosery

Plan A Wealth LLC: FNDX position timeline

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

Plan A Wealth LLC held 23,017 FNDX 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 23,017 shares
    Change vs previous 13F +245 shares

    0.26% of the 13F portfolio, value $724,345.

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

  2. period ended2026-06-30
    13F 22,772 shares
    Change vs previous 13F +361 shares

    0.3% of the 13F portfolio, value $708,209.

    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 22,411 shares
    Change vs previous 13F +2,788 shares

    0.3% of the 13F portfolio, value $624,146.

    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 19,623 shares
    Change vs previous 13F -158 shares

    0.26% of the 13F portfolio, value $533,942.

    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 19,781 shares
    Change vs previous 13F +1,271 shares

    0.26% of the 13F portfolio, value $520,240.

    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 18,510 shares
    Change vs previous 13F +6,931 shares

    0.26% of the 13F portfolio, value $454,235.

    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 11,579 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $273,380.

    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).