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Disclosery

Plan A Wealth LLC: OAIM position timeline

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

Plan A Wealth LLC held 680,107 OAIM 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 680,107 shares
    Change vs previous 13F +24,853 shares

    11.6% of the 13F portfolio, value $32,502,339.

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

  2. period ended2026-06-30
    13F 655,254 shares
    Change vs previous 13F +21,075 shares

    13.33% of the 13F portfolio, value $31,340,818.

    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 634,179 shares
    Change vs previous 13F +22,211 shares

    13.08% of the 13F portfolio, value $27,305,863.

    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 611,968 shares
    Change vs previous 13F +24,088 shares

    12.39% of the 13F portfolio, value $25,329,356.

    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 587,880 shares
    Change vs previous 13F +102,926 shares

    12.03% of the 13F portfolio, value $23,644,534.

    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 484,954 shares
    Change vs previous 13F +269,545 shares

    10.5% of the 13F portfolio, value $18,520,393.

    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 215,409 shares
    Change vs previous 13F +179,198 shares

    5.58% of the 13F portfolio, value $7,198,710.

    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 36,211 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,163,188.

    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).