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Disclosery

WealthPLAN Partners, LLC: EMR position timeline

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

WealthPLAN Partners, LLC held 6,816 EMR 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 6,816 shares
    Change vs previous 13F -12,191 shares

    0.19% of the 13F portfolio, value $975,645.

    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 19,007 shares
    Change vs previous 13F -7,280 shares

    0.48% of the 13F portfolio, value $2,490,340.

    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 26,287 shares
    Change vs previous 13F -3,877 shares

    0.52% of the 13F portfolio, value $3,488,799.

    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 30,164 shares
    Change vs previous 13F -1,055 shares

    0.59% of the 13F portfolio, value $3,956,868.

    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 31,219 shares
    Change vs previous 13F -2,993 shares

    0.67% of the 13F portfolio, value $4,162,487.

    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 34,212 shares
    Change vs previous 13F +296 shares

    0.53% of the 13F portfolio, value $3,750,973.

    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 33,916 shares
    Change vs previous 13F +824 shares

    0.6% of the 13F portfolio, value $4,203,243.

    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 33,092 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,619,302.

    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).