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Disclosery

Plan A Wealth LLC: WFC position timeline

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

Plan A Wealth LLC held 7,680 WFC 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 7,680 shares
    Change vs previous 13F -2 shares

    0.22% of the 13F portfolio, value $614,784.

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

  2. period ended2026-06-30
    13F 7,682 shares
    Change vs previous 13F -250 shares

    0.27% of the 13F portfolio, value $634,840.

    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 7,932 shares
    Change vs previous 13F -79 shares

    0.3% of the 13F portfolio, value $631,467.

    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 8,011 shares
    Change vs previous 13F -217 shares

    0.37% of the 13F portfolio, value $746,625.

    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 8,228 shares
    Change vs previous 13F -2,618 shares

    0.35% of the 13F portfolio, value $689,671.

    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 10,846 shares
    Change vs previous 13F -257 shares

    0.49% of the 13F portfolio, value $868,982.

    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 11,103 shares
    Change vs previous 13F -119 shares

    0.62% of the 13F portfolio, value $797,084.

    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 11,222 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $788,233.

    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).