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Disclosery

Plan A Wealth LLC: XLK position timeline

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

Plan A Wealth LLC held 2,318 XLK 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 2,318 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $453,749.

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

  2. period ended2026-06-30
    13F 2,318 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $441,625.

    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 2,318 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $308,062.

    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 2,318 shares
    Change vs previous 13F +1,159 shares

    0.16% of the 13F portfolio, value $333,722.

    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 1,159 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $326,676.

    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 1,159 shares
    Change vs previous 13F -615 shares

    0.17% of the 13F portfolio, value $293,494.

    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 1,774 shares
    Change vs previous 13F -319 shares

    0.28% of the 13F portfolio, value $366,296.

    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 2,093 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $486,664.

    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).