Skip to content
Disclosery

WealthPLAN Partners, LLC: COST position timeline

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

WealthPLAN Partners, LLC held 6,552 COST 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 6,552 shares
    Change vs previous 13F -1,424 shares

    1.17% of the 13F portfolio, value $6,128,935.

    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 7,976 shares
    Change vs previous 13F -1,096 shares

    1.54% of the 13F portfolio, value $7,947,372.

    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 9,072 shares
    Change vs previous 13F -894 shares

    1.17% of the 13F portfolio, value $7,823,310.

    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 9,966 shares
    Change vs previous 13F +996 shares

    1.38% of the 13F portfolio, value $9,225,267.

    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 8,970 shares
    Change vs previous 13F -1,605 shares

    1.43% of the 13F portfolio, value $8,879,287.

    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 10,575 shares
    Change vs previous 13F -227 shares

    1.41% of the 13F portfolio, value $10,001,204.

    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 10,802 shares
    Change vs previous 13F -887 shares

    1.4% of the 13F portfolio, value $9,897,344.

    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 11,689 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $10,362,448.

    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).