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Disclosery

Plan A Wealth LLC: SPEM position timeline

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

Plan A Wealth LLC held 12,805 SPEM 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 12,805 shares
    Change vs previous 13F -1,644 shares

    0.24% of the 13F portfolio, value $662,822.

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

  2. period ended2026-06-30
    13F 14,449 shares
    Change vs previous 13F -2,618 shares

    0.32% of the 13F portfolio, value $748,153.

    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 17,067 shares
    Change vs previous 13F -5,234 shares

    0.38% of the 13F portfolio, value $800,614.

    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 22,301 shares
    Change vs previous 13F -6,437 shares

    0.51% of the 13F portfolio, value $1,043,911.

    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 28,738 shares
    Change vs previous 13F -30,744 shares

    0.68% of the 13F portfolio, value $1,345,238.

    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 59,482 shares
    Change vs previous 13F -54,319 shares

    1.44% of the 13F portfolio, value $2,542,240.

    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 113,801 shares
    Change vs previous 13F -41,183 shares

    3.47% of the 13F portfolio, value $4,480,329.

    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 154,984 shares
    Change vs previous 13F not available

    5.44% of the 13F portfolio, value $5,946,720.

    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).