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Disclosery

Plan A Wealth LLC: VFLO position timeline

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

Plan A Wealth LLC held 6,615 VFLO 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 6,615 shares
    Change vs previous 13F -921 shares

    0.12% of the 13F portfolio, value $338,622.

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

  2. period ended2026-06-30
    13F 7,536 shares
    Change vs previous 13F +882 shares

    0.15% of the 13F portfolio, value $344,772.

    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 6,654 shares
    Change vs previous 13F +270 shares

    0.13% of the 13F portfolio, value $262,700.

    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 6,384 shares
    Change vs previous 13F -143 shares

    0.12% of the 13F portfolio, value $251,402.

    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 6,527 shares
    Change vs previous 13F -4,832 shares

    0.12% of the 13F portfolio, value $244,763.

    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 11,359 shares
    Change vs previous 13F +674 shares

    0.23% of the 13F portfolio, value $401,541.

    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 10,685 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $366,282.

    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).