Skip to content
Disclosery

Plan A Wealth LLC: NICE position timeline

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

Plan A Wealth LLC held 2,914 NICE 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 2,914 shares
    Change vs previous 13F +615 shares

    0.12% of the 13F portfolio, value $324,241.

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

  2. period ended2026-06-30
    13F 2,299 shares
    Change vs previous 13F +286 shares

    0.09% of the 13F portfolio, value $208,864.

    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 2,013 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $221,953.

    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).