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Plan A Wealth LLC: NUE position timeline

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

Plan A Wealth LLC held 3,984 NUE 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 3,984 shares
    Change vs previous 13F -56 shares

    0.33% of the 13F portfolio, value $931,393.

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

  2. period ended2026-06-30
    13F 4,040 shares
    Change vs previous 13F +122 shares

    0.38% of the 13F portfolio, value $900,020.

    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 3,918 shares
    Change vs previous 13F +13 shares

    0.32% of the 13F portfolio, value $662,603.

    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 3,905 shares
    Change vs previous 13F +265 shares

    0.31% of the 13F portfolio, value $636,993.

    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 3,640 shares
    Change vs previous 13F +453 shares

    0.25% of the 13F portfolio, value $492,986.

    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 3,187 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $412,844.

    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).