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Disclosery

Plan A Wealth LLC: HMC position timeline

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

Plan A Wealth LLC held 24,858 HMC 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 24,858 shares
    Change vs previous 13F +398 shares

    0.28% of the 13F portfolio, value $785,513.

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

  2. period ended2026-06-30
    13F 24,460 shares
    Change vs previous 13F +2,713 shares

    0.28% of the 13F portfolio, value $663,111.

    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 21,747 shares
    Change vs previous 13F +1,568 shares

    0.25% of the 13F portfolio, value $528,670.

    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 20,179 shares
    Change vs previous 13F +1,024 shares

    0.29% of the 13F portfolio, value $594,877.

    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 19,155 shares
    Change vs previous 13F +1,326 shares

    0.3% of the 13F portfolio, value $589,974.

    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 17,829 shares
    Change vs previous 13F +9,612 shares

    0.29% of the 13F portfolio, value $514,010.

    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 8,217 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $222,927.

    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).