A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for Plan A Wealth LLC.

Business address: 7221 Plaza Ct, Lincoln, NE, 68516
Top securities (13F): PTL, OAIM, BRKA, TPSC, IBD, NVDA, SCHO, VGIT, BCI, MSFT, WWJD, BRKB, AAPL, IVV, TPL, GOOGL, SPEM, VEA, VO, and GE
State of incorporation: NE
Fiscal year end: 31 December

Plan A Wealth LLC has filed 4 SEC EDGAR filings since 06 Nov 2025

Recent SEC filings for Plan A Wealth LLC including 13F-HR.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	06 Nov 2025	30 Sep 2025	028-25820
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	06 Nov 2025	30 Jun 2025	028-25820
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	06 Nov 2025	31 Mar 2025	028-25820
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	06 Nov 2025	31 Dec 2024	028-25820

Plan A Wealth LLC files with the SEC under CIK 0002093645. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.