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Disclosery

WealthPLAN Partners, LLC: BFLB position timeline

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

WealthPLAN Partners, LLC held 186,413 BFLB 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 186,413 shares
    Change vs previous 13F +3,664 shares

    1.94% of the 13F portfolio, value $10,150,188.

    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 182,749 shares
    Change vs previous 13F +29,472 shares

    1.76% of the 13F portfolio, value $9,098,177.

    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 153,277 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $7,821,817.

    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).