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Disclosery

Plan A Wealth LLC: IX position timeline

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

Plan A Wealth LLC held 27,772 IX 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 27,772 shares
    Change vs previous 13F +535 shares

    0.37% of the 13F portfolio, value $1,047,282.

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

  2. period ended2026-06-30
    13F 27,237 shares
    Change vs previous 13F +2,037 shares

    0.44% of the 13F portfolio, value $1,036,095.

    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 25,200 shares
    Change vs previous 13F +882 shares

    0.36% of the 13F portfolio, value $755,748.

    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 24,318 shares
    Change vs previous 13F +1,396 shares

    0.35% of the 13F portfolio, value $710,572.

    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 22,922 shares
    Change vs previous 13F +1,878 shares

    0.3% of the 13F portfolio, value $598,723.

    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 21,044 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $473,911.

    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).