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Disclosery

WealthPLAN Partners, LLC: FTLS position timeline

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

WealthPLAN Partners, LLC held 45,999 FTLS 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 45,999 shares
    Change vs previous 13F -24,202 shares

    0.65% of the 13F portfolio, value $3,394,757.

    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 70,201 shares
    Change vs previous 13F -25,678 shares

    0.96% of the 13F portfolio, value $4,939,375.

    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 95,879 shares
    Change vs previous 13F -7,020 shares

    1.02% of the 13F portfolio, value $6,806,436.

    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 102,899 shares
    Change vs previous 13F +1,634 shares

    1.08% of the 13F portfolio, value $7,197,793.

    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 101,265 shares
    Change vs previous 13F -65,828 shares

    1.08% of the 13F portfolio, value $6,711,796.

    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 167,093 shares
    Change vs previous 13F +830 shares

    1.51% of the 13F portfolio, value $10,707,303.

    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 166,263 shares
    Change vs previous 13F -12,532 shares

    1.55% of the 13F portfolio, value $10,941,707.

    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 178,795 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $11,348,145.

    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).