Plan A Wealth LLC: MQY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plan A Wealth LLC on MQY, newest first. How the timeline and the estimate are built.
Plan A Wealth LLC held 12,791 MQY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 12,791 sharesChange vs previous 13F -1,141 shares
0.05% of the 13F portfolio, value $127,015.
13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
Accepted , ingested - period ended2026-06-3013F 13,932 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $161,611.
13F-HR 0001172661-26-002615 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,932 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $152,973.
13F-HR 0001172661-26-002250 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).