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Disclosery

Plan A Wealth LLC: VWO position timeline

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

Plan A Wealth LLC held 9,184 VWO 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 9,184 shares
    Change vs previous 13F -3 shares

    0.19% of the 13F portfolio, value $544,703.

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

  2. period ended2026-06-30
    13F 9,187 shares
    Change vs previous 13F -4,708 shares

    0.23% of the 13F portfolio, value $548,372.

    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 13,895 shares
    Change vs previous 13F -2,042 shares

    0.36% of the 13F portfolio, value $751,025.

    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 15,937 shares
    Change vs previous 13F +506 shares

    0.42% of the 13F portfolio, value $856,773.

    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 15,431 shares
    Change vs previous 13F +686 shares

    0.43% of the 13F portfolio, value $836,052.

    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 14,745 shares
    Change vs previous 13F -3,852 shares

    0.41% of the 13F portfolio, value $729,288.

    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 18,597 shares
    Change vs previous 13F -2,805 shares

    0.65% of the 13F portfolio, value $841,700.

    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 21,402 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $942,544.

    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).