WealthPLAN Partners, LLC: BINC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPLAN Partners, LLC on BINC, newest first. How the timeline and the estimate are built.
WealthPLAN Partners, LLC held 0 BINC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -23,084 shares
13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 23,084 sharesChange vs previous 13F -4,386 shares
0.23% of the 13F portfolio, value $1,198,728.
13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 27,470 sharesChange vs previous 13F +889 shares
0.22% of the 13F portfolio, value $1,449,575.
13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 26,581 sharesChange vs previous 13F +3,411 shares
0.21% of the 13F portfolio, value $1,415,175.
13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 23,170 sharesChange vs previous 13F +332 shares
0.2% of the 13F portfolio, value $1,224,298.
13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 22,838 sharesChange vs previous 13F +1,484 shares
0.17% of the 13F portfolio, value $1,196,263.
13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,354 sharesChange vs previous 13F +500 shares
0.16% of the 13F portfolio, value $1,110,853.
13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,854 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $1,116,292.
13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).