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Plan A Wealth LLC: TM position timeline

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

Plan A Wealth LLC held 3,630 TM 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 3,630 shares
    Change vs previous 13F +120 shares

    0.24% of the 13F portfolio, value $664,653.

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

  2. period ended2026-06-30
    13F 3,510 shares
    Change vs previous 13F +351 shares

    0.25% of the 13F portfolio, value $591,154.

    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 3,159 shares
    Change vs previous 13F +69 shares

    0.31% of the 13F portfolio, value $651,038.

    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 3,090 shares
    Change vs previous 13F +74 shares

    0.32% of the 13F portfolio, value $661,445.

    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 3,016 shares
    Change vs previous 13F +271 shares

    0.29% of the 13F portfolio, value $576,327.

    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 2,745 shares
    Change vs previous 13F +1,540 shares

    0.27% of the 13F portfolio, value $472,854.

    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 1,205 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $212,719.

    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).