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Disclosery

Plan A Wealth LLC: PECO position timeline

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

Plan A Wealth LLC held 6,493 PECO 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 6,493 shares
    Change vs previous 13F +51 shares

    0.09% of the 13F portfolio, value $242,457.

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

  2. period ended2026-06-30
    13F 6,442 shares
    Change vs previous 13F +54 shares

    0.11% of the 13F portfolio, value $268,101.

    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 6,388 shares
    Change vs previous 13F +56 shares

    0.11% of the 13F portfolio, value $239,042.

    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 6,332 shares
    Change vs previous 13F +60 shares

    0.11% of the 13F portfolio, value $225,224.

    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 6,272 shares
    Change vs previous 13F +18 shares

    0.11% of the 13F portfolio, value $215,328.

    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 6,254 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $219,078.

    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 6,254 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $228,208.

    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 6,254 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $234,275.

    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).