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WealthPLAN Partners, LLC: CFR position timeline

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

WealthPLAN Partners, LLC held 6,243 CFR 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 6,243 shares
    Change vs previous 13F -10,099 shares

    0.18% of the 13F portfolio, value $964,722.

    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 16,342 shares
    Change vs previous 13F -5,885 shares

    0.43% of the 13F portfolio, value $2,240,201.

    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 22,227 shares
    Change vs previous 13F -2,167 shares

    0.42% of the 13F portfolio, value $2,814,582.

    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 24,394 shares
    Change vs previous 13F -1,459 shares

    0.46% of the 13F portfolio, value $3,092,436.

    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 25,853 shares
    Change vs previous 13F -9,804 shares

    0.53% of the 13F portfolio, value $3,323,100.

    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 35,657 shares
    Change vs previous 13F -320 shares

    0.63% of the 13F portfolio, value $4,464,283.

    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 35,977 shares
    Change vs previous 13F -3,069 shares

    0.69% of the 13F portfolio, value $4,829,965.

    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 39,046 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $4,367,698.

    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).