Plan A Wealth LLC

SEC CIK: 0002093645
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

WRB holding history

Berkley W R Corp 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.

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

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2025

Holdings of WRB by Plan A Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−2,612−100.0%	Sold out	Holders
Q3 2025	2,612	$200.1K	0.1%	−397−13.2%	Reduced	Holders
Q2 2025	3,009	$221.1K	0.1%	−26−0.9%	Reduced	Holders
Q1 2025	3,035	$216.0K	0.2%	+3,035	New	Holders