Position in A
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$464,772
+$110,067 QoQ
Shares Held
3,499
+12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#633
of 1,112 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Plan A Wealth LLC holds $1,805,299 across 4 Diagnostics & Research names. A ranks #3 (25.7% of the industry book) .
All Filings in A
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,772 | 3,499 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $354,705 | 3,112 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $402,631 | 2,959 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $367,979 | 2,867 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $303,993 | 2,576 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||