Skip to content
Disclosery

WealthPLAN Partners, LLC: BRO position timeline

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

WealthPLAN Partners, LLC held 6,035 BRO 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 6,035 shares
    Change vs previous 13F -13,957 shares

    0.07% of the 13F portfolio, value $387,172.

    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 19,992 shares
    Change vs previous 13F -10,499 shares

    0.25% of the 13F portfolio, value $1,303,682.

    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 30,491 shares
    Change vs previous 13F -6,079 shares

    0.36% of the 13F portfolio, value $2,430,149.

    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 36,570 shares
    Change vs previous 13F +879 shares

    0.51% of the 13F portfolio, value $3,429,867.

    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 35,691 shares
    Change vs previous 13F -15,084 shares

    0.64% of the 13F portfolio, value $3,957,087.

    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 50,775 shares
    Change vs previous 13F -562 shares

    0.89% of the 13F portfolio, value $6,316,472.

    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 51,337 shares
    Change vs previous 13F -317 shares

    0.74% of the 13F portfolio, value $5,237,380.

    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 51,654 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $5,351,386.

    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).