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Disclosery

Plan A Wealth LLC: SLF position timeline

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

Plan A Wealth LLC held 10,602 SLF 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 10,602 shares
    Change vs previous 13F +171 shares

    0.3% of the 13F portfolio, value $826,638.

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

  2. period ended2026-06-30
    13F 10,431 shares
    Change vs previous 13F +805 shares

    0.35% of the 13F portfolio, value $817,999.

    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 9,626 shares
    Change vs previous 13F +547 shares

    0.29% of the 13F portfolio, value $602,203.

    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 9,079 shares
    Change vs previous 13F +572 shares

    0.28% of the 13F portfolio, value $566,530.

    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 8,507 shares
    Change vs previous 13F +841 shares

    0.26% of the 13F portfolio, value $510,675.

    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 7,666 shares
    Change vs previous 13F +4,103 shares

    0.29% of the 13F portfolio, value $509,406.

    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 3,563 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $204,017.

    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).