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Plan A Wealth LLC

SEC CIK
0002093645
Latest filing
Jul 14, 2026

SPG holding history

Simon Property Group Inc. 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.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q2 2026)
1,149
Value
$256.9K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of SPG by Plan A Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,149$256.9K0.1%+1,149NewHolders