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WealthPLAN Partners, LLC: BUFR position timeline

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

WealthPLAN Partners, LLC held 348,808 BUFR 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 348,808 shares
    Change vs previous 13F +13,151 shares

    2.44% of the 13F portfolio, value $12,741,956.

    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 335,657 shares
    Change vs previous 13F -74,398 shares

    2.19% of the 13F portfolio, value $11,335,129.

    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 410,055 shares
    Change vs previous 13F -16,905 shares

    2.1% of the 13F portfolio, value $14,048,476.

    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 426,960 shares
    Change vs previous 13F +6,053 shares

    2.14% of the 13F portfolio, value $14,268,995.

    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 420,907 shares
    Change vs previous 13F -217,976 shares

    2.15% of the 13F portfolio, value $13,384,835.

    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 638,883 shares
    Change vs previous 13F +80,106 shares

    2.67% of the 13F portfolio, value $18,968,422.

    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 558,777 shares
    Change vs previous 13F -24,772 shares

    2.42% of the 13F portfolio, value $17,025,920.

    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 583,549 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $17,442,265.

    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).