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Disclosery

WealthPLAN Partners, LLC: BDEC position timeline

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

WealthPLAN Partners, LLC held 13,477 BDEC 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 13,477 shares
    Change vs previous 13F -2,544 shares

    0.14% of the 13F portfolio, value $717,010.

    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 16,021 shares
    Change vs previous 13F -6,512 shares

    0.15% of the 13F portfolio, value $769,021.

    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 22,533 shares
    Change vs previous 13F -38,481 shares

    0.17% of the 13F portfolio, value $1,116,735.

    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 61,014 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,924,401.

    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).