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Disclosery

Plan A Wealth LLC: VO position timeline

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

Plan A Wealth LLC held 9,785 VO 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 9,785 shares
    Change vs previous 13F -518 shares

    0.27% of the 13F portfolio, value $767,397.

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

  2. period ended2026-06-30
    13F 10,303 shares
    Change vs previous 13F +7,220 shares

    0.35% of the 13F portfolio, value $830,098.

    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 3,083 shares
    Change vs previous 13F -265 shares

    0.42% of the 13F portfolio, value $885,518.

    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 3,348 shares
    Change vs previous 13F -388 shares

    0.48% of the 13F portfolio, value $971,772.

    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 3,736 shares
    Change vs previous 13F -2,416 shares

    0.56% of the 13F portfolio, value $1,097,474.

    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 6,152 shares
    Change vs previous 13F -3,597 shares

    0.98% of the 13F portfolio, value $1,721,646.

    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 9,749 shares
    Change vs previous 13F -2,784 shares

    1.95% of the 13F portfolio, value $2,521,227.

    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 12,533 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $3,310,427.

    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).