Plan A Wealth LLC BBD β€” BANCO BRADESCO S A

Ownership history in Plan A Wealth LLC  Β·  3 quarters on record

AI Ownership Summary

Plan A Wealth LLC reported BANCO BRADESCO S A (BBD) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows BBD at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BBD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Plan A Wealth LLC's position in BANCO BRADESCO S A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BBD was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Plan A Wealth LLC held BBD β€” position size vs. price
% of Fund (quarterly)    BBD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 19,103 +544 +2.9% 0.03% $66K 2026-07-14 $3.63
2026 Q1 ADDED β€” β€” β€” 18,559 +1,266 +7.3% 0.03% $68K 2026-05-15 $3.40
2025 Q4 INITIATED β€” β€” β€” 17,293 β€” β€” 0.03% $58K 2026-02-06 $3.82

FAQ About Plan A Wealth LLC and BBD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Plan A Wealth LLC reported owning BBD?

Plan A Wealth LLC reported BBD across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported BBD position in Plan A Wealth LLC's portfolio?

The largest reported portfolio weight for BBD was 0.03% in 2026 Q1.

What is the latest reported BBD position on this page?

The most recent filing on this page is 2026 Q2, when Plan A Wealth LLC reported 19,103 shares, equal to 0.03% of portfolio, with an estimated market value of $66K.

What does the chart on this BBD ownership page compare?

The chart compares Plan A Wealth LLC's quarterly BBD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Plan A Wealth LLC Holdings