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Disclosery

Plan A Wealth LLC: TPL position timeline

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

Plan A Wealth LLC held 4,470 TPL 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 4,470 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,456,460.

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

  2. period ended2026-06-30
    13F 4,470 shares
    Change vs previous 13F -705 shares

    0.83% of the 13F portfolio, value $1,956,251.

    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 5,175 shares
    Change vs previous 13F 0 shares

    1.18% of the 13F portfolio, value $2,455,848.

    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 5,175 shares
    Change vs previous 13F +3,450 shares

    0.73% of the 13F portfolio, value $1,486,364.

    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 1,725 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $1,610,529.

    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 1,725 shares
    Change vs previous 13F 0 shares

    1.03% of the 13F portfolio, value $1,822,273.

    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 1,725 shares
    Change vs previous 13F 0 shares

    1.77% of the 13F portfolio, value $2,285,608.

    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 1,725 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $1,907,781.

    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).