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Disclosery

WealthPLAN Partners, LLC: FLBL position timeline

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

WealthPLAN Partners, LLC held 65,689 FLBL 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 65,689 shares
    Change vs previous 13F -38,232 shares

    0.29% of the 13F portfolio, value $1,505,600.

    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 103,921 shares
    Change vs previous 13F -28,213 shares

    0.46% of the 13F portfolio, value $2,390,181.

    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 132,134 shares
    Change vs previous 13F -20,023 shares

    0.46% of the 13F portfolio, value $3,094,571.

    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 152,157 shares
    Change vs previous 13F +1,490 shares

    0.55% of the 13F portfolio, value $3,654,818.

    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 150,667 shares
    Change vs previous 13F -79,414 shares

    0.59% of the 13F portfolio, value $3,650,673.

    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 230,081 shares
    Change vs previous 13F +3,867 shares

    0.78% of the 13F portfolio, value $5,538,042.

    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 226,214 shares
    Change vs previous 13F -15,285 shares

    0.78% of the 13F portfolio, value $5,489,074.

    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 241,499 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $5,861,181.

    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).