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Disclosery

Plan A Wealth LLC: SID position timeline

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

Plan A Wealth LLC held 87,303 SID 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 87,303 shares
    Change vs previous 13F +31,374 shares

    0.03% of the 13F portfolio, value $92,541.

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

  2. period ended2026-06-30
    13F 55,929 shares
    Change vs previous 13F +17,650 shares

    0.02% of the 13F portfolio, value $51,175.

    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 38,279 shares
    Change vs previous 13F +1,304 shares

    0.02% of the 13F portfolio, value $47,466.

    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 36,975 shares
    Change vs previous 13F +3,552 shares

    0.03% of the 13F portfolio, value $59,160.

    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 33,423 shares
    Change vs previous 13F +13,036 shares

    0.03% of the 13F portfolio, value $50,135.

    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 20,387 shares
    Change vs previous 13F +9,080 shares

    0.02% of the 13F portfolio, value $28,542.

    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 11,307 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,883.

    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).