Plan A Wealth LLC: HDV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plan A Wealth LLC on HDV, newest first. How the timeline and the estimate are built.
Plan A Wealth LLC held 8,410 HDV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 8,410 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $235,144.
13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
Accepted , ingested - period ended2026-06-3013F 8,410 sharesChange vs previous 13F +6,517 shares
0.1% of the 13F portfolio, value $230,518.
13F-HR 0001172661-26-002615 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,893 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $256,918.
13F-HR 0001172661-26-002250 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,893 sharesChange vs previous 13F +85 shares
0.11% of the 13F portfolio, value $230,208.
13F-HR 0001172661-26-000517 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,808 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $221,390.
13F-HR 0001172661-25-004609 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,808 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $211,843.
13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).