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Disclosery

Plan A Wealth LLC: MCK position timeline

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

Plan A Wealth LLC held 781 MCK 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 781 shares
    Change vs previous 13F +10 shares

    0.24% of the 13F portfolio, value $666,840.

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

  2. period ended2026-06-30
    13F 771 shares
    Change vs previous 13F +81 shares

    0.25% of the 13F portfolio, value $582,577.

    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 690 shares
    Change vs previous 13F -18 shares

    0.29% of the 13F portfolio, value $597,106.

    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 708 shares
    Change vs previous 13F +20 shares

    0.28% of the 13F portfolio, value $580,769.

    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 688 shares
    Change vs previous 13F +31 shares

    0.27% of the 13F portfolio, value $531,508.

    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 657 shares
    Change vs previous 13F +209 shares

    0.27% of the 13F portfolio, value $481,436.

    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 448 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $301,500.

    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).