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WealthPLAN Partners, LLC: BSEP position timeline

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

WealthPLAN Partners, LLC held 38,080 BSEP 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 38,080 shares
    Change vs previous 13F -130 shares

    0.38% of the 13F portfolio, value $2,007,958.

    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 38,210 shares
    Change vs previous 13F -153 shares

    0.36% of the 13F portfolio, value $1,837,271.

    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 38,363 shares
    Change vs previous 13F -13 shares

    0.28% of the 13F portfolio, value $1,889,378.

    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 38,376 shares
    Change vs previous 13F +665 shares

    0.28% of the 13F portfolio, value $1,853,024.

    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 37,711 shares
    Change vs previous 13F -846 shares

    0.27% of the 13F portfolio, value $1,703,195.

    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 38,557 shares
    Change vs previous 13F -1,753 shares

    0.23% of the 13F portfolio, value $1,610,730.

    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 40,310 shares
    Change vs previous 13F -89,503 shares

    0.25% of the 13F portfolio, value $1,729,368.

    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 129,813 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $5,468,152.

    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).