GOOGL ALPHABET INC

Ownership history in Plan A Wealth LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Plan A Wealth LLC reported a position in ALPHABET INC (GOOGL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.01% (2025 Q4)
Avg. % of fund
0.68%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,588 +4,534 +220.7% 1.01% $2.1M $312.78
2025 Q3 INITIATED 2,054 0.36% $389K $242.77
% of Fund (quarterly)    GOOGL price (monthly, adj. close)
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