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Disclosery

Plan A Wealth LLC: GOOGL position timeline

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

Plan A Wealth LLC held 6,676 GOOGL 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 6,676 shares
    Change vs previous 13F +111 shares

    0.82% of the 13F portfolio, value $2,297,127.

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

  2. period ended2026-06-30
    13F 6,565 shares
    Change vs previous 13F -60 shares

    1% of the 13F portfolio, value $2,346,175.

    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 6,625 shares
    Change vs previous 13F +37 shares

    0.91% of the 13F portfolio, value $1,905,111.

    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 6,588 shares
    Change vs previous 13F +494 shares

    1.01% of the 13F portfolio, value $2,062,063.

    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 6,094 shares
    Change vs previous 13F +286 shares

    0.75% of the 13F portfolio, value $1,481,459.

    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 5,808 shares
    Change vs previous 13F +2,138 shares

    0.58% of the 13F portfolio, value $1,023,544.

    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 3,670 shares
    Change vs previous 13F +1,616 shares

    0.44% of the 13F portfolio, value $567,529.

    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 2,054 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $388,822.

    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).