Skip to content
Disclosery

Plan A Wealth LLC: OASC position timeline

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

Plan A Wealth LLC held 14,369 OASC 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 14,369 shares
    Change vs previous 13F -69 shares

    0.17% of the 13F portfolio, value $486,965.

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

  2. period ended2026-06-30
    13F 14,438 shares
    Change vs previous 13F +1,779 shares

    0.22% of the 13F portfolio, value $518,919.

    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 12,659 shares
    Change vs previous 13F +294 shares

    0.18% of the 13F portfolio, value $377,238.

    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 12,365 shares
    Change vs previous 13F +5,036 shares

    0.18% of the 13F portfolio, value $364,149.

    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 7,329 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $209,202.

    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).