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Disclosery

Plan A Wealth LLC: RSP position timeline

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

Plan A Wealth LLC held 3,668 RSP 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 3,668 shares
    Change vs previous 13F +912 shares

    0.27% of the 13F portfolio, value $763,132.

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

  2. period ended2026-06-30
    13F 2,756 shares
    Change vs previous 13F +119 shares

    0.25% of the 13F portfolio, value $586,434.

    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 2,637 shares
    Change vs previous 13F -14 shares

    0.24% of the 13F portfolio, value $506,093.

    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 2,651 shares
    Change vs previous 13F +1,273 shares

    0.25% of the 13F portfolio, value $507,826.

    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 1,378 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $261,407.

    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).