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Disclosery

WealthPLAN Partners, LLC: FLTR position timeline

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

WealthPLAN Partners, LLC held 72,026 FLTR 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 72,026 shares
    Change vs previous 13F -23,833 shares

    0.35% of the 13F portfolio, value $1,844,585.

    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 95,859 shares
    Change vs previous 13F -22,322 shares

    0.47% of the 13F portfolio, value $2,442,484.

    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 118,181 shares
    Change vs previous 13F -13,648 shares

    0.45% of the 13F portfolio, value $3,011,258.

    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 131,829 shares
    Change vs previous 13F +1,171 shares

    0.51% of the 13F portfolio, value $3,370,865.

    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 130,658 shares
    Change vs previous 13F -47,898 shares

    0.54% of the 13F portfolio, value $3,331,774.

    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 178,556 shares
    Change vs previous 13F +685 shares

    0.64% of the 13F portfolio, value $4,562,093.

    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 177,871 shares
    Change vs previous 13F +7,106 shares

    0.64% of the 13F portfolio, value $4,526,802.

    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 170,765 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,349,384.

    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).