Plan A Wealth LLC: IBKR position timeline

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

Plan A Wealth LLC held 2,764 IBKR shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

period ended2026-09-30
13F 2,764 shares
Change vs previous 13F -347 shares
0.08% of the 13F portfolio, value $236,117.
13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
Accepted 2026-10-08 14:07:27 UTC, ingested 2026-10-08 14:08:53 UTC
period ended2026-06-30
13F 3,111 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $270,795.
13F-HR 0001172661-26-002615 filed by Plan A Wealth LLC
Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).