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Disclosery

Plan A Wealth LLC: SPYM position timeline

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

Plan A Wealth LLC held 3,571 SPYM 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 3,571 shares
    Change vs previous 13F -574 shares

    0.11% of the 13F portfolio, value $320,533.

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

  2. period ended2026-06-30
    13F 4,145 shares
    Change vs previous 13F -608 shares

    0.15% of the 13F portfolio, value $364,263.

    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 4,753 shares
    Change vs previous 13F -1,324 shares

    0.17% of the 13F portfolio, value $363,795.

    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 6,077 shares
    Change vs previous 13F -1,503 shares

    0.24% of the 13F portfolio, value $487,497.

    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 7,580 shares
    Change vs previous 13F -9,996 shares

    0.3% of the 13F portfolio, value $593,820.

    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 17,576 shares
    Change vs previous 13F -15,172 shares

    0.72% of the 13F portfolio, value $1,277,576.

    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 32,748 shares
    Change vs previous 13F -11,197 shares

    1.67% of the 13F portfolio, value $2,153,486.

    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 43,945 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $3,029,601.

    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).