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Disclosery

WealthPLAN Partners, LLC: EFV position timeline

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

WealthPLAN Partners, LLC held 0 EFV 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 0 shares
    Change vs previous 13F -20,418 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 20,418 shares
    Change vs previous 13F -15,326 shares

    0.29% of the 13F portfolio, value $1,518,111.

    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 35,744 shares
    Change vs previous 13F -2,190 shares

    0.38% of the 13F portfolio, value $2,552,511.

    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 37,934 shares
    Change vs previous 13F -7,364 shares

    0.39% of the 13F portfolio, value $2,573,063.

    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 45,298 shares
    Change vs previous 13F +14,678 shares

    0.46% of the 13F portfolio, value $2,875,517.

    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 30,620 shares
    Change vs previous 13F -8,134 shares

    0.25% of the 13F portfolio, value $1,804,743.

    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 38,754 shares
    Change vs previous 13F +2,412 shares

    0.29% of the 13F portfolio, value $2,033,422.

    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 36,342 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,090,755.

    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).