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Disclosery

Plan A Wealth LLC: VGIT position timeline

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

Plan A Wealth LLC held 106,389 VGIT 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 106,389 shares
    Change vs previous 13F +13,418 shares

    2.15% of the 13F portfolio, value $6,028,033.

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

  2. period ended2026-06-30
    13F 92,971 shares
    Change vs previous 13F +10,869 shares

    2.33% of the 13F portfolio, value $5,483,430.

    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 82,102 shares
    Change vs previous 13F +11,713 shares

    2.34% of the 13F portfolio, value $4,889,174.

    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 70,389 shares
    Change vs previous 13F +2,165 shares

    2.06% of the 13F portfolio, value $4,218,413.

    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 68,224 shares
    Change vs previous 13F +14,012 shares

    2.08% of the 13F portfolio, value $4,095,487.

    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 54,212 shares
    Change vs previous 13F +31,700 shares

    1.84% of the 13F portfolio, value $3,242,420.

    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 22,512 shares
    Change vs previous 13F +17,683 shares

    1.04% of the 13F portfolio, value $1,337,213.

    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 4,829 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $280,082.

    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).