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Disclosery

Plan A Wealth LLC: MA position timeline

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

Plan A Wealth LLC held 1,594 MA 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 1,594 shares
    Change vs previous 13F +29 shares

    0.31% of the 13F portfolio, value $879,081.

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

  2. period ended2026-06-30
    13F 1,565 shares
    Change vs previous 13F +159 shares

    0.34% of the 13F portfolio, value $803,812.

    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 1,406 shares
    Change vs previous 13F +72 shares

    0.34% of the 13F portfolio, value $702,541.

    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 1,334 shares
    Change vs previous 13F +90 shares

    0.37% of the 13F portfolio, value $761,568.

    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 1,244 shares
    Change vs previous 13F +68 shares

    0.36% of the 13F portfolio, value $707,606.

    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 1,176 shares
    Change vs previous 13F +574 shares

    0.37% of the 13F portfolio, value $660,841.

    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 602 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $329,968.

    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).