WealthPLAN Partners, LLC: FSK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPLAN Partners, LLC on FSK, newest first. How the timeline and the estimate are built.
WealthPLAN Partners, LLC held 0 FSK shares at 2025-12-31 per its 13F-HR filed 2026-02-12.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -10,519 shares
13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 10,519 sharesChange vs previous 13F -4,533 shares
0.02% of the 13F portfolio, value $157,049.
13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,052 sharesChange vs previous 13F -147 shares
0.05% of the 13F portfolio, value $312,343.
13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,199 sharesChange vs previous 13F -3,770 shares
0.04% of the 13F portfolio, value $318,417.
13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,969 sharesChange vs previous 13F -3,198 shares
0.06% of the 13F portfolio, value $412,004.
13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 22,167 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $437,336.
13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).