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Disclosery

Plan A Wealth LLC: OAEM position timeline

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

Plan A Wealth LLC held 15,681 OAEM 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 15,681 shares
    Change vs previous 13F +125 shares

    0.28% of the 13F portfolio, value $771,632.

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

  2. period ended2026-06-30
    13F 15,556 shares
    Change vs previous 13F +294 shares

    0.33% of the 13F portfolio, value $776,019.

    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 15,262 shares
    Change vs previous 13F -1,868 shares

    0.29% of the 13F portfolio, value $615,298.

    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 17,130 shares
    Change vs previous 13F -663 shares

    0.31% of the 13F portfolio, value $627,472.

    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 17,793 shares
    Change vs previous 13F +1,945 shares

    0.31% of the 13F portfolio, value $612,435.

    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 15,848 shares
    Change vs previous 13F +566 shares

    0.29% of the 13F portfolio, value $512,841.

    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 15,282 shares
    Change vs previous 13F -7,977 shares

    0.34% of the 13F portfolio, value $438,885.

    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 23,259 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $677,863.

    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).