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Plan A Wealth LLC: IEFA position timeline

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

Plan A Wealth LLC held 4,171 IEFA 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 4,171 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $404,086.

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

  2. period ended2026-06-30
    13F 4,171 shares
    Change vs previous 13F -969 shares

    0.17% of the 13F portfolio, value $402,835.

    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 5,140 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $465,324.

    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 5,140 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $459,824.

    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 5,140 shares
    Change vs previous 13F -258 shares

    0.23% of the 13F portfolio, value $448,773.

    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 5,398 shares
    Change vs previous 13F -2,841 shares

    0.26% of the 13F portfolio, value $450,625.

    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 8,239 shares
    Change vs previous 13F -945 shares

    0.48% of the 13F portfolio, value $623,280.

    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 9,184 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $645,452.

    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).