Plan A Wealth LLCCoreConcentrated trader

CIK: 0002093645 | LINCOLN, NE

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	203	$280.1M	2026-10-08	SEC ↗
Q2 2026	13F-HR	194	$235.1M	2026-07-14	SEC ↗
Q1 2026	13F-HR	178	$208.7M	2026-05-15	SEC ↗
Q4 2025	13F-HR	173	$204.4M	2026-02-06	SEC ↗
Q3 2025	13F-HR	175	$196.5M	2025-11-06	SEC ↗
Q2 2025	13F-HR	157	$176.4M	2025-11-06	SEC ↗
Q1 2025	13F-HR	120	$129.0M	2025-11-06	SEC ↗
Q4 2024	13F-HR	95	$109.3M	2025-11-06	SEC ↗