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Disclosery

Plan A Wealth LLC: IWR position timeline

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

Plan A Wealth LLC held 2,915 IWR 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 2,915 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $311,060.

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

  2. period ended2026-06-30
    13F 2,915 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $321,583.

    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 2,915 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $283,425.

    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 2,915 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $280,627.

    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 2,915 shares
    Change vs previous 13F -200 shares

    0.14% of the 13F portfolio, value $281,443.

    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 3,115 shares
    Change vs previous 13F -2,654 shares

    0.16% of the 13F portfolio, value $286,487.

    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 5,769 shares
    Change vs previous 13F -410 shares

    0.38% of the 13F portfolio, value $490,769.

    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 6,179 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $546,224.

    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).