Plan A Wealth LLC

SEC CIK: 0002093645
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

PNR holding history

PENTAIR plc in every 13F filed by Plan A Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PNR overview All 13F holders of PNR Full Q2 2026 holdings

Shares (Q2 2026): 3,052
Value: $234.0K
% of portfolio: 0.1%
Quarters held: 3; Since Q3 2025

Holdings of PNR by Plan A Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,052	$234.0K	0.1%	+3,052	New	Holders
Q1 2026	0	$0	0.0%	−2,009−100.0%	Sold out	Holders
Q4 2025	2,009	$209.2K	0.1%	+113+6.0%	Added	Holders
Q3 2025	1,896	$210.0K	0.1%	+1,896	New	Holders