WealthPLAN Partners, LLC: BUYW position timeline

WealthPLAN Partners, LLC held 0 BUYW shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -267,995 shares

   13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 267,995 shares

   Change vs previous 13F +36,295 shares

   0.61% of the 13F portfolio, value $3,762,643.

   13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 231,700 shares

   Change vs previous 13F +54,589 shares

   0.45% of the 13F portfolio, value $3,181,234.

   13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 177,111 shares

   Change vs previous 13F +129,743 shares

   0.35% of the 13F portfolio, value $2,468,924.

   13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 47,368 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $660,311.

   13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).