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WealthPLAN Partners, LLC: FNDF position timeline

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

WealthPLAN Partners, LLC held 5,140 FNDF 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 5,140 shares
    Change vs previous 13F -1,139 shares

    0.05% of the 13F portfolio, value $271,186.

    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 6,279 shares
    Change vs previous 13F -224 shares

    0.06% of the 13F portfolio, value $307,231.

    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 6,503 shares
    Change vs previous 13F -189 shares

    0.04% of the 13F portfolio, value $294,001.

    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 6,692 shares
    Change vs previous 13F +93 shares

    0.04% of the 13F portfolio, value $287,488.

    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 6,599 shares
    Change vs previous 13F -363 shares

    0.04% of the 13F portfolio, value $264,092.

    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 6,962 shares
    Change vs previous 13F +186 shares

    0.04% of the 13F portfolio, value $251,607.

    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 6,776 shares
    Change vs previous 13F -392 shares

    0.03% of the 13F portfolio, value $225,031.

    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 7,168 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $267,868.

    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).