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Disclosery

WealthPLAN Partners, LLC: DOV position timeline

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

WealthPLAN Partners, LLC held 2,333 DOV 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 2,333 shares
    Change vs previous 13F -5,386 shares

    0.1% of the 13F portfolio, value $523,333.

    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 7,719 shares
    Change vs previous 13F -3,278 shares

    0.31% of the 13F portfolio, value $1,608,938.

    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 10,997 shares
    Change vs previous 13F -1,389 shares

    0.32% of the 13F portfolio, value $2,147,142.

    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 12,386 shares
    Change vs previous 13F +414 shares

    0.31% of the 13F portfolio, value $2,066,415.

    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 11,972 shares
    Change vs previous 13F -4,574 shares

    0.35% of the 13F portfolio, value $2,193,675.

    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 16,546 shares
    Change vs previous 13F +259 shares

    0.41% of the 13F portfolio, value $2,906,732.

    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 16,287 shares
    Change vs previous 13F +251 shares

    0.43% of the 13F portfolio, value $3,055,494.

    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 16,036 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,074,743.

    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).