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Disclosery

Plan A Wealth LLC: SPDW position timeline

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

Plan A Wealth LLC held 10,134 SPDW 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 10,134 shares
    Change vs previous 13F -1,513 shares

    0.18% of the 13F portfolio, value $508,837.

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

  2. period ended2026-06-30
    13F 11,647 shares
    Change vs previous 13F -2,194 shares

    0.25% of the 13F portfolio, value $586,892.

    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 13,841 shares
    Change vs previous 13F -3,179 shares

    0.3% of the 13F portfolio, value $631,840.

    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 17,020 shares
    Change vs previous 13F -5,136 shares

    0.37% of the 13F portfolio, value $755,857.

    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 22,156 shares
    Change vs previous 13F -28,344 shares

    0.48% of the 13F portfolio, value $948,047.

    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 50,500 shares
    Change vs previous 13F -44,431 shares

    1.16% of the 13F portfolio, value $2,044,749.

    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 94,931 shares
    Change vs previous 13F -30,664 shares

    2.68% of the 13F portfolio, value $3,456,455.

    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 125,595 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $4,286,573.

    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).