Plan A Wealth LLC PRK — PARK NATL CORP

Ownership history in Plan A Wealth LLC  ·  5 quarters on record

AI Ownership Summary

Plan A Wealth LLC reported PARK NATL CORP (PRK) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.25% in 2025 Q3. The latest visible filing shows PRK at 0.10% 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 PRK 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 PARK NATL CORP, 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

PRK was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 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.

PRK stock page Plan A Wealth LLC fund profile Plan A Wealth LLC full holdings
How Plan A Wealth LLC held PRK — position size vs. price
% of Fund (quarterly)    PRK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 1,625 — 0% 0.10% $290K 2026-10-08 $178.46
2026 Q2 UNCHANGED — — — 1,625 — 0% 0.13% $297K 2026-07-14 $182.37
2026 Q1 UNCHANGED — — — 1,625 — 0% 0.13% $266K 2026-05-15 $162.95
2025 Q4 UNCHANGED — — — 1,625 — 0% 0.12% $247K 2026-02-06 $173.31
2025 Q3 INITIATED — — — 1,625 — — 0.25% $279K 2025-11-06 $149.00

🏢 Other funds also holding PRK

As of 2026 Q3 — sorted by position size

PARK NATIONAL CORP /OH/ 3Y 7Y 5.55% Summit Financial Strategies, Inc. 3Y 7Y 0.11% Cypress Wealth Services, LLC 3Y 7Y 0.11% Sensible Money, LLC 0.1% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 0.09% Fruth Investment Management 3Y 7Y 0.07% COLTON GROOME FINANCIAL ADVISORS, LLC 3Y 7Y 0.06% Hamilton Capital, LLC 3Y 7Y 0.06% Berkshire Money Management, Inc. 3Y 7Y 0.05% Louisiana State Employees Retirement System 3Y 7Y 0.02%

FAQ About Plan A Wealth LLC and PRK

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 PRK?

Plan A Wealth LLC reported PRK across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

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

The largest reported portfolio weight for PRK was 0.25% in 2025 Q3.

What is the latest reported PRK position on this page?

The most recent filing on this page is 2026 Q3, when Plan A Wealth LLC reported 1,625 shares, equal to 0.10% of portfolio, with an estimated market value of $290K.

What does the chart on this PRK ownership page compare?

The chart compares Plan A Wealth LLC's quarterly PRK 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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