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Disclosery

Plan A Wealth LLC: IVV position timeline

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

Plan A Wealth LLC held 3,644 IVV 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 3,644 shares
    Change vs previous 13F +309 shares

    1% of the 13F portfolio, value $2,790,895.

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

  2. period ended2026-06-30
    13F 3,335 shares
    Change vs previous 13F -895 shares

    1.06% of the 13F portfolio, value $2,497,685.

    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 4,230 shares
    Change vs previous 13F +26 shares

    1.32% of the 13F portfolio, value $2,763,078.

    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 4,204 shares
    Change vs previous 13F +1,606 shares

    1.41% of the 13F portfolio, value $2,879,488.

    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 2,598 shares
    Change vs previous 13F +200 shares

    0.88% of the 13F portfolio, value $1,738,841.

    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 2,398 shares
    Change vs previous 13F +690 shares

    0.84% of the 13F portfolio, value $1,488,918.

    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 1,708 shares
    Change vs previous 13F -126 shares

    0.74% of the 13F portfolio, value $959,725.

    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 1,834 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,079,639.

    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).