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Disclosery

WealthPLAN Partners, LLC: CLOI position timeline

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

WealthPLAN Partners, LLC held 150,428 CLOI 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 150,428 shares
    Change vs previous 13F -11,214 shares

    1.52% of the 13F portfolio, value $7,965,143.

    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 161,642 shares
    Change vs previous 13F +2,458 shares

    1.65% of the 13F portfolio, value $8,518,550.

    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 159,184 shares
    Change vs previous 13F -3,483 shares

    1.26% of the 13F portfolio, value $8,406,518.

    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 162,667 shares
    Change vs previous 13F -3,376 shares

    1.29% of the 13F portfolio, value $8,637,629.

    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 166,043 shares
    Change vs previous 13F -26,915 shares

    1.41% of the 13F portfolio, value $8,791,979.

    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 192,958 shares
    Change vs previous 13F +27,456 shares

    1.44% of the 13F portfolio, value $10,195,875.

    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 165,502 shares
    Change vs previous 13F +13,951 shares

    1.24% of the 13F portfolio, value $8,733,518.

    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 151,551 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $8,038,280.

    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).