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Disclosery

WealthPLAN Partners, LLC: BX position timeline

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

WealthPLAN Partners, LLC held 4,355 BX 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 4,355 shares
    Change vs previous 13F -3,528 shares

    0.1% of the 13F portfolio, value $512,476.

    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 7,883 shares
    Change vs previous 13F -8,187 shares

    0.18% of the 13F portfolio, value $906,466.

    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 16,070 shares
    Change vs previous 13F -1,065 shares

    0.37% of the 13F portfolio, value $2,476,962.

    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 17,135 shares
    Change vs previous 13F +684 shares

    0.44% of the 13F portfolio, value $2,927,569.

    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 16,451 shares
    Change vs previous 13F -3,560 shares

    0.4% of the 13F portfolio, value $2,460,720.

    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 20,011 shares
    Change vs previous 13F +2,357 shares

    0.39% of the 13F portfolio, value $2,797,156.

    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 17,654 shares
    Change vs previous 13F -2,749 shares

    0.43% of the 13F portfolio, value $3,043,833.

    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 20,403 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,124,280.

    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).