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Disclosery

WealthPLAN Partners, LLC: ALB position timeline

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

WealthPLAN Partners, LLC held 4,336 ALB 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 4,336 shares
    Change vs previous 13F -9,421 shares

    0.11% of the 13F portfolio, value $585,504.

    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 13,757 shares
    Change vs previous 13F -6,353 shares

    0.48% of the 13F portfolio, value $2,469,725.

    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 20,110 shares
    Change vs previous 13F -2,944 shares

    0.42% of the 13F portfolio, value $2,844,292.

    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 23,054 shares
    Change vs previous 13F +946 shares

    0.28% of the 13F portfolio, value $1,869,203.

    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 22,108 shares
    Change vs previous 13F -3,939 shares

    0.22% of the 13F portfolio, value $1,385,529.

    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 26,047 shares
    Change vs previous 13F +3,030 shares

    0.26% of the 13F portfolio, value $1,875,924.

    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 23,017 shares
    Change vs previous 13F -602 shares

    0.28% of the 13F portfolio, value $1,981,278.

    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 23,619 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,236,992.

    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).