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Disclosery

Plan A Wealth LLC: SPAB position timeline

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

Plan A Wealth LLC held 15,320 SPAB 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 15,320 shares
    Change vs previous 13F -597 shares

    0.13% of the 13F portfolio, value $373,195.

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

  2. period ended2026-06-30
    13F 15,917 shares
    Change vs previous 13F -1,474 shares

    0.17% of the 13F portfolio, value $406,202.

    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 17,391 shares
    Change vs previous 13F -368 shares

    0.21% of the 13F portfolio, value $445,557.

    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 17,759 shares
    Change vs previous 13F -1,380 shares

    0.22% of the 13F portfolio, value $457,294.

    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 19,139 shares
    Change vs previous 13F -7,859 shares

    0.25% of the 13F portfolio, value $494,743.

    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 26,998 shares
    Change vs previous 13F -21,596 shares

    0.39% of the 13F portfolio, value $691,141.

    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 48,594 shares
    Change vs previous 13F -8,124 shares

    0.96% of the 13F portfolio, value $1,241,101.

    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).

  8. period ended2024-12-31
    13F 56,718 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,417,372.

    13F-HR 0001172661-25-004606 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).