Skip to content
Disclosery

Plan A Wealth LLC: KHC position timeline

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

Plan A Wealth LLC held 25,038 KHC 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 25,038 shares
    Change vs previous 13F +98 shares

    0.2% of the 13F portfolio, value $568,870.

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

  2. period ended2026-06-30
    13F 24,940 shares
    Change vs previous 13F +622 shares

    0.25% of the 13F portfolio, value $589,094.

    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 24,318 shares
    Change vs previous 13F +1,275 shares

    0.26% of the 13F portfolio, value $546,906.

    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 23,043 shares
    Change vs previous 13F +1,056 shares

    0.27% of the 13F portfolio, value $558,788.

    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 21,987 shares
    Change vs previous 13F +2,019 shares

    0.29% of the 13F portfolio, value $572,548.

    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 19,968 shares
    Change vs previous 13F +11,167 shares

    0.29% of the 13F portfolio, value $515,574.

    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 8,801 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $267,814.

    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).