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Disclosery

Plan A Wealth LLC: IEMG position timeline

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

Plan A Wealth LLC held 3,108 IEMG 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 3,108 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $252,245.

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

  2. period ended2026-06-30
    13F 3,108 shares
    Change vs previous 13F -1,803 shares

    0.11% of the 13F portfolio, value $257,467.

    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 4,911 shares
    Change vs previous 13F -51 shares

    0.16% of the 13F portfolio, value $342,542.

    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 4,962 shares
    Change vs previous 13F +986 shares

    0.16% of the 13F portfolio, value $333,546.

    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 3,976 shares
    Change vs previous 13F -304 shares

    0.13% of the 13F portfolio, value $262,098.

    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 4,280 shares
    Change vs previous 13F -2,291 shares

    0.15% of the 13F portfolio, value $256,928.

    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 6,571 shares
    Change vs previous 13F -744 shares

    0.27% of the 13F portfolio, value $354,637.

    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 7,315 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $381,989.

    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).