Skip to content

Plan A Wealth LLC: VEA position timeline

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

Plan A Wealth LLC held 10,862 VEA 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 10,862 shares
    Change vs previous 13F -272 shares

    0.27% of the 13F portfolio, value $766,966.

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

  2. period ended2026-06-30
    13F 11,134 shares
    Change vs previous 13F -7,377 shares

    0.34% of the 13F portfolio, value $793,298.

    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 18,511 shares
    Change vs previous 13F -3,162 shares

    0.57% of the 13F portfolio, value $1,186,185.

    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 21,673 shares
    Change vs previous 13F +2,505 shares

    0.66% of the 13F portfolio, value $1,353,912.

    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 19,168 shares
    Change vs previous 13F +1,222 shares

    0.58% of the 13F portfolio, value $1,148,547.

    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 17,946 shares
    Change vs previous 13F -1,640 shares

    0.58% of the 13F portfolio, value $1,023,101.

    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 19,586 shares
    Change vs previous 13F -5,044 shares

    0.77% of the 13F portfolio, value $995,556.

    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 24,630 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,177,807.

    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).