Plan A Wealth LLC STM — STMICROELECTRONICS N V

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

AI Ownership Summary

Plan A Wealth LLC reported STMICROELECTRONICS N V (STM) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.21% in 2026 Q2. The latest visible filing shows STM at 0.08% 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 STM 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 STMICROELECTRONICS N V, 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

STM was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2026 Q2

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 STM — position size vs. price
% of Fund (quarterly)    STM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 4,222 -2,397 -36.2% 0.08% $225K 2026-10-08 $52.71
2026 Q2 REDUCED 15.9% -29.4% ✅ 6,619 -1,251 -15.9% 0.21% $496K 2026-07-14 $70.01
2026 Q1 INITIATED — — — 7,870 — — 0.13% $272K 2026-05-15 $61.23

FAQ About Plan A Wealth LLC and STM

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 STM?

Plan A Wealth LLC reported STM across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

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

The largest reported portfolio weight for STM was 0.21% in 2026 Q2.

What is the latest reported STM position on this page?

The most recent filing on this page is 2026 Q3, when Plan A Wealth LLC reported 4,222 shares, equal to 0.08% of portfolio, with an estimated market value of $225K.

What does the chart on this STM ownership page compare?

The chart compares Plan A Wealth LLC's quarterly STM 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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