Skip to content
Disclosery

Plan A Wealth LLC: STM position timeline

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

Plan A Wealth LLC held 4,222 STM 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 4,222 shares
    Change vs previous 13F -2,397 shares

    0.08% of the 13F portfolio, value $225,286.

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

  2. period ended2026-06-30
    13F 6,619 shares
    Change vs previous 13F -1,251 shares

    0.21% of the 13F portfolio, value $495,697.

    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 7,870 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $271,909.

    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).