Plan A Wealth LLC: IDV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plan A Wealth LLC on IDV, newest first. How the timeline and the estimate are built.
Plan A Wealth LLC held 7,190 IDV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 7,190 sharesChange vs previous 13F -800 shares
0.11% of the 13F portfolio, value $303,383.
13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
Accepted , ingested - period ended2026-06-3013F 7,990 sharesChange vs previous 13F -1,596 shares
0.14% of the 13F portfolio, value $331,026.
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 9,586 sharesChange vs previous 13F -416 shares
0.2% of the 13F portfolio, value $407,980.
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 10,002 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $394,579.
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 10,002 sharesChange vs previous 13F -174 shares
0.19% of the 13F portfolio, value $365,573.
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 10,176 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $351,174.
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).