Skip to content
Disclosery

Plan A Wealth LLC: SPSM position timeline

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

Plan A Wealth LLC held 4,901 SPSM 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 4,901 shares
    Change vs previous 13F -787 shares

    0.09% of the 13F portfolio, value $259,067.

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

  2. period ended2026-06-30
    13F 5,688 shares
    Change vs previous 13F -384 shares

    0.14% of the 13F portfolio, value $328,027.

    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 6,072 shares
    Change vs previous 13F -1,635 shares

    0.14% of the 13F portfolio, value $293,399.

    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 7,707 shares
    Change vs previous 13F -3,418 shares

    0.18% of the 13F portfolio, value $361,150.

    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 11,125 shares
    Change vs previous 13F -13,476 shares

    0.26% of the 13F portfolio, value $515,310.

    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 24,601 shares
    Change vs previous 13F -20,695 shares

    0.59% of the 13F portfolio, value $1,048,017.

    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 45,296 shares
    Change vs previous 13F -14,533 shares

    1.43% of the 13F portfolio, value $1,846,277.

    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 59,829 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $2,687,508.

    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).