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Disclosery

Plan A Wealth LLC: GGB position timeline

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

Plan A Wealth LLC held 19,368 GGB 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 19,368 shares
    Change vs previous 13F +1,575 shares

    0.03% of the 13F portfolio, value $91,417.

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

  2. period ended2026-06-30
    13F 17,793 shares
    Change vs previous 13F +1,383 shares

    0.03% of the 13F portfolio, value $71,884.

    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 16,410 shares
    Change vs previous 13F -1,534 shares

    0.03% of the 13F portfolio, value $59,240.

    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 17,944 shares
    Change vs previous 13F +2,047 shares

    0.03% of the 13F portfolio, value $66,213.

    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 15,897 shares
    Change vs previous 13F +4,007 shares

    0.03% of the 13F portfolio, value $49,281.

    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 11,890 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $34,719.

    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).