Plan A Wealth LLC: MTD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plan A Wealth LLC on MTD, newest first. How the timeline and the estimate are built.
Plan A Wealth LLC held 373 MTD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 373 sharesChange vs previous 13F +7 shares
0.2% of the 13F portfolio, value $563,584.
13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
Accepted , ingested - period ended2026-06-3013F 366 sharesChange vs previous 13F +35 shares
0.2% of the 13F portfolio, value $467,569.
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 331 sharesChange vs previous 13F +10 shares
0.2% of the 13F portfolio, value $417,457.
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).
- period ended2025-12-3113F 321 sharesChange vs previous 13F +4 shares
0.22% of the 13F portfolio, value $447,535.
13F-HR 0001172661-26-000517 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 ended2025-09-3013F 317 sharesChange vs previous 13F +25 shares
0.2% of the 13F portfolio, value $389,152.
13F-HR 0001172661-25-004609 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 ended2025-06-3013F 292 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $343,018.
13F-HR 0001172661-25-004608 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).