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Disclosery

Plan A Wealth LLC: PTL position timeline

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

Plan A Wealth LLC held 167,462 PTL 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 167,462 shares
    Change vs previous 13F +8,362 shares

    16.27% of the 13F portfolio, value $45,573,297.

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

  2. period ended2026-06-30
    13F 159,100 shares
    Change vs previous 13F +7,126 shares

    19.36% of the 13F portfolio, value $45,516,878.

    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 151,974 shares
    Change vs previous 13F +10,084 shares

    18.24% of the 13F portfolio, value $38,077,846.

    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 141,890 shares
    Change vs previous 13F +5,936 shares

    17.23% of the 13F portfolio, value $35,215,676.

    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 135,954 shares
    Change vs previous 13F +26,463 shares

    17.24% of the 13F portfolio, value $33,886,559.

    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 109,491 shares
    Change vs previous 13F +67,549 shares

    14.23% of the 13F portfolio, value $25,106,286.

    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 41,942 shares
    Change vs previous 13F not available

    6.68% of the 13F portfolio, value $8,619,194.

    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).