Plan A Wealth LLC: TPSC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plan A Wealth LLC on TPSC, newest first. How the timeline and the estimate are built.
Plan A Wealth LLC held 188,447 TPSC shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 188,447 sharesChange vs previous 13F +5,729 shares
3.01% of the 13F portfolio, value $8,424,518.
13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
Accepted , ingested - period ended2026-06-3013F 182,718 sharesChange vs previous 13F +6,208 shares
3.73% of the 13F portfolio, value $8,767,202.
13F-HR 0001172661-26-002615 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 176,510 sharesChange vs previous 13F +3,573 shares
3.59% of the 13F portfolio, value $7,492,040.
13F-HR 0001172661-26-002250 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 172,937 sharesChange vs previous 13F +4,729 shares
3.51% of the 13F portfolio, value $7,168,246.
13F-HR 0001172661-26-000517 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 168,208 sharesChange vs previous 13F +12,186 shares
3.56% of the 13F portfolio, value $6,992,392.
13F-HR 0001172661-25-004609 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 156,022 sharesChange vs previous 13F +65,345 shares
3.42% of the 13F portfolio, value $6,034,917.
13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 90,677 sharesChange vs previous 13F +43,238 shares
2.6% of the 13F portfolio, value $3,357,680.
13F-HR 0001172661-25-004607 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 47,439 sharesChange vs previous 13F not available
1.69% of the 13F portfolio, value $1,852,395.
13F-HR 0001172661-25-004606 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).