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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

  1. period ended2026-09-30
    13F 188,447 shares
    Change 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

  2. period ended2026-06-30
    13F 182,718 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 176,510 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 172,937 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 168,208 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 156,022 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 90,677 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 47,439 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).