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Disclosery

Plan A Wealth LLC: SPY position timeline

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

Plan A Wealth LLC held 2,824 SPY 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 2,824 shares
    Change vs previous 13F +819 shares

    0.77% of the 13F portfolio, value $2,154,277.

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

  2. period ended2026-06-30
    13F 2,005 shares
    Change vs previous 13F +168 shares

    0.64% of the 13F portfolio, value $1,497,274.

    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 1,837 shares
    Change vs previous 13F -8 shares

    0.57% of the 13F portfolio, value $1,194,675.

    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 1,845 shares
    Change vs previous 13F +608 shares

    0.62% of the 13F portfolio, value $1,258,142.

    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 1,237 shares
    Change vs previous 13F +432 shares

    0.42% of the 13F portfolio, value $824,065.

    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 805 shares
    Change vs previous 13F +304 shares

    0.28% of the 13F portfolio, value $497,369.

    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 501 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $280,254.

    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 501 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $293,626.

    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).