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Disclosery

Plan A Wealth LLC: IBD position timeline

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

Plan A Wealth LLC held 395,821 IBD 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 395,821 shares
    Change vs previous 13F +73,780 shares

    3.25% of the 13F portfolio, value $9,103,906.

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

  2. period ended2026-06-30
    13F 322,041 shares
    Change vs previous 13F +24,681 shares

    3.26% of the 13F portfolio, value $7,654,917.

    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 297,360 shares
    Change vs previous 13F +15,017 shares

    3.4% of the 13F portfolio, value $7,094,115.

    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 282,343 shares
    Change vs previous 13F +44,175 shares

    3.34% of the 13F portfolio, value $6,832,696.

    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 238,168 shares
    Change vs previous 13F +47,174 shares

    2.93% of the 13F portfolio, value $5,751,758.

    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 190,994 shares
    Change vs previous 13F +54,552 shares

    2.6% of the 13F portfolio, value $4,585,770.

    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 136,442 shares
    Change vs previous 13F +47,150 shares

    2.51% of the 13F portfolio, value $3,240,492.

    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 89,292 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $2,092,994.

    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).