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Disclosery

Plan A Wealth LLC: LPL position timeline

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

Plan A Wealth LLC held 22,908 LPL 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 22,908 shares
    Change vs previous 13F +6,571 shares

    0.02% of the 13F portfolio, value $67,579.

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

  2. period ended2026-06-30
    13F 16,337 shares
    Change vs previous 13F +1,525 shares

    0.03% of the 13F portfolio, value $63,551.

    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 14,812 shares
    Change vs previous 13F +4,175 shares

    0.03% of the 13F portfolio, value $57,471.

    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 10,637 shares
    Change vs previous 13F -2,365 shares

    0.02% of the 13F portfolio, value $44,782.

    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 13,002 shares
    Change vs previous 13F +2,296 shares

    0.03% of the 13F portfolio, value $67,870.

    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 10,706 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $36,615.

    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).