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Disclosery

Plan A Wealth LLC: VOO position timeline

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

Plan A Wealth LLC held 1,201 VOO 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 1,201 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $841,733.

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

  2. period ended2026-06-30
    13F 1,201 shares
    Change vs previous 13F +62 shares

    0.35% of the 13F portfolio, value $824,859.

    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 1,139 shares
    Change vs previous 13F +36 shares

    0.33% of the 13F portfolio, value $680,609.

    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 1,103 shares
    Change vs previous 13F +42 shares

    0.34% of the 13F portfolio, value $691,724.

    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 1,061 shares
    Change vs previous 13F +39 shares

    0.33% of the 13F portfolio, value $649,735.

    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 1,022 shares
    Change vs previous 13F +48 shares

    0.33% of the 13F portfolio, value $580,527.

    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 974 shares
    Change vs previous 13F +50 shares

    0.39% of the 13F portfolio, value $500,548.

    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 924 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $497,860.

    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).