Skip to content
Disclosery

Plan A Wealth LLC: SLB position timeline

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

Plan A Wealth LLC held 6,101 SLB 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 6,101 shares
    Change vs previous 13F +1,112 shares

    0.11% of the 13F portfolio, value $297,268.

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

  2. period ended2026-06-30
    13F 4,989 shares
    Change vs previous 13F -880 shares

    0.1% of the 13F portfolio, value $231,951.

    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 5,869 shares
    Change vs previous 13F -589 shares

    0.14% of the 13F portfolio, value $301,605.

    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 6,458 shares
    Change vs previous 13F +631 shares

    0.12% of the 13F portfolio, value $247,840.

    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 5,827 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $200,274.

    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).