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Disclosery

Plan A Wealth LLC: WWJD position timeline

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

Plan A Wealth LLC held 82,377 WWJD 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 82,377 shares
    Change vs previous 13F +590 shares

    1.14% of the 13F portfolio, value $3,193,787.

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

  2. period ended2026-06-30
    13F 81,787 shares
    Change vs previous 13F +1,321 shares

    1.33% of the 13F portfolio, value $3,118,538.

    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 80,466 shares
    Change vs previous 13F -9,930 shares

    1.44% of the 13F portfolio, value $3,008,624.

    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 90,396 shares
    Change vs previous 13F -4,532 shares

    1.61% of the 13F portfolio, value $3,297,646.

    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 94,928 shares
    Change vs previous 13F -19,411 shares

    1.7% of the 13F portfolio, value $3,347,628.

    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 114,339 shares
    Change vs previous 13F +10,381 shares

    2.22% of the 13F portfolio, value $3,918,386.

    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 103,958 shares
    Change vs previous 13F +756 shares

    2.48% of the 13F portfolio, value $3,196,170.

    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 103,202 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $2,992,862.

    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).