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Disclosery

Plan A Wealth LLC: MOS position timeline

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

Plan A Wealth LLC held 16,105 MOS 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 16,105 shares
    Change vs previous 13F +620 shares

    0.12% of the 13F portfolio, value $348,693.

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

  2. period ended2026-06-30
    13F 15,485 shares
    Change vs previous 13F +2,410 shares

    0.14% of the 13F portfolio, value $328,126.

    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 13,075 shares
    Change vs previous 13F +1,221 shares

    0.16% of the 13F portfolio, value $333,412.

    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 11,854 shares
    Change vs previous 13F +805 shares

    0.14% of the 13F portfolio, value $285,567.

    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 11,049 shares
    Change vs previous 13F +1,048 shares

    0.19% of the 13F portfolio, value $383,196.

    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 10,001 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $364,836.

    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).