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Disclosery

Plan A Wealth LLC: IJK position timeline

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

Plan A Wealth LLC held 32,176 IJK 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 32,176 shares
    Change vs previous 13F +30,107 shares

    1.26% of the 13F portfolio, value $3,526,825.

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

  2. period ended2026-06-30
    13F 2,069 shares
    Change vs previous 13F -22 shares

    0.1% of the 13F portfolio, value $243,108.

    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 2,091 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $210,396.

    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 2,091 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $202,576.

    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 2,091 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $200,506.

    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).