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Disclosery

Plan A Wealth LLC: ROP position timeline

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

Plan A Wealth LLC held 2,093 ROP 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 2,093 shares
    Change vs previous 13F +113 shares

    0.26% of the 13F portfolio, value $731,360.

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

  2. period ended2026-06-30
    13F 1,980 shares
    Change vs previous 13F +190 shares

    0.29% of the 13F portfolio, value $670,043.

    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 1,790 shares
    Change vs previous 13F +237 shares

    0.3% of the 13F portfolio, value $633,430.

    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 1,553 shares
    Change vs previous 13F +168 shares

    0.34% of the 13F portfolio, value $691,302.

    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 1,385 shares
    Change vs previous 13F +175 shares

    0.35% of the 13F portfolio, value $690,693.

    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 1,210 shares
    Change vs previous 13F +492 shares

    0.39% of the 13F portfolio, value $685,876.

    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 718 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $423,318.

    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).