Position in SID
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$51,454
+$3,989 QoQ
Shares Held
55,929
+46.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1
of 10 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SID Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026Plan A Wealth LLC holds $1,284,831 across 4 Steel names. SID ranks #4 (4.0% of the industry book) .
All Filings in SID
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,454 | 55,929 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $47,465 | 38,279 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $59,160 | 36,975 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $50,134 | 33,423 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $28,541 | 20,387 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $18,882 | 11,307 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||