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WealthPLAN Partners, LLC: APD position timeline

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

WealthPLAN Partners, LLC held 1,749 APD 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 1,749 shares
    Change vs previous 13F -4,104 shares

    0.1% of the 13F portfolio, value $512,749.

    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 5,853 shares
    Change vs previous 13F -2,748 shares

    0.33% of the 13F portfolio, value $1,700,157.

    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 8,601 shares
    Change vs previous 13F -837 shares

    0.32% of the 13F portfolio, value $2,124,594.

    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 9,438 shares
    Change vs previous 13F +114 shares

    0.39% of the 13F portfolio, value $2,573,868.

    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 9,324 shares
    Change vs previous 13F -3,843 shares

    0.42% of the 13F portfolio, value $2,629,975.

    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 13,167 shares
    Change vs previous 13F +122 shares

    0.55% of the 13F portfolio, value $3,883,357.

    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 13,045 shares
    Change vs previous 13F -885 shares

    0.54% of the 13F portfolio, value $3,783,441.

    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 13,930 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,147,423.

    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).