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Disclosery

WealthPLAN Partners, LLC: AGOX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPLAN Partners, LLC on AGOX, newest first. How the timeline and the estimate are built.

WealthPLAN Partners, LLC held 84,406 AGOX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,406 shares
    Change vs previous 13F -49,213 shares

    0.56% of the 13F portfolio, value $2,925,527.

    13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 133,619 shares
    Change vs previous 13F -40,596 shares

    0.69% of the 13F portfolio, value $3,556,943.

    13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 174,215 shares
    Change vs previous 13F -10,663 shares

    0.74% of the 13F portfolio, value $4,975,586.

    13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 184,878 shares
    Change vs previous 13F +1,566 shares

    0.85% of the 13F portfolio, value $5,675,067.

    13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 183,312 shares
    Change vs previous 13F -126,022 shares

    0.87% of the 13F portfolio, value $5,422,501.

    13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 309,334 shares
    Change vs previous 13F +10,940 shares

    1.07% of the 13F portfolio, value $7,568,056.

    13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 298,394 shares
    Change vs previous 13F -28,445 shares

    1.15% of the 13F portfolio, value $8,103,734.

    13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 326,839 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $9,430,138.

    13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).