Plan A Wealth LLC EQNR — EQUINOR ASA

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

AI Ownership Summary

Plan A Wealth LLC reported EQUINOR ASA (EQNR) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.18% in 2026 Q1. The latest visible filing shows EQNR at 0.13% 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 EQNR 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 EQUINOR ASA, 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 Q3

EQNR was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% 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
2026 Q1 to 2026 Q3

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 EQNR — position size vs. price
% of Fund (quarterly)    EQNR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 8,583 -116 -1.3% 0.13% $357K 2026-10-08 $42.93
2026 Q1 INITIATED — — — 8,699 — — 0.18% $367K 2026-05-15 $39.10

FAQ About Plan A Wealth LLC and EQNR

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 EQNR?

Plan A Wealth LLC reported EQNR across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

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

The largest reported portfolio weight for EQNR was 0.18% in 2026 Q1.

What is the latest reported EQNR position on this page?

The most recent filing on this page is 2026 Q3, when Plan A Wealth LLC reported 8,583 shares, equal to 0.13% of portfolio, with an estimated market value of $357K.

What does the chart on this EQNR ownership page compare?

The chart compares Plan A Wealth LLC's quarterly EQNR 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.

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