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Disclosery

Plan A Wealth LLC: OACP position timeline

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

Plan A Wealth LLC held 18,866 OACP 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 18,866 shares
    Change vs previous 13F +851 shares

    0.15% of the 13F portfolio, value $408,151.

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

  2. period ended2026-06-30
    13F 18,015 shares
    Change vs previous 13F -1,119 shares

    0.17% of the 13F portfolio, value $409,211.

    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 19,134 shares
    Change vs previous 13F +1,227 shares

    0.21% of the 13F portfolio, value $434,724.

    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 17,907 shares
    Change vs previous 13F +368 shares

    0.2% of the 13F portfolio, value $412,488.

    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 17,539 shares
    Change vs previous 13F +200 shares

    0.21% of the 13F portfolio, value $404,449.

    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 17,339 shares
    Change vs previous 13F -616 shares

    0.22% of the 13F portfolio, value $395,069.

    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).

  7. period ended2025-03-31
    13F 17,955 shares
    Change vs previous 13F +1,023 shares

    0.32% of the 13F portfolio, value $408,997.

    13F-HR 0001172661-25-004607 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).

  8. period ended2024-12-31
    13F 16,932 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $380,691.

    13F-HR 0001172661-25-004606 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).