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Disclosery

WealthPLAN Partners, LLC: FXH position timeline

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

WealthPLAN Partners, LLC held 5,691 FXH 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 5,691 shares
    Change vs previous 13F -173 shares

    0.13% of the 13F portfolio, value $696,596.

    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 5,864 shares
    Change vs previous 13F -51 shares

    0.12% of the 13F portfolio, value $643,699.

    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 5,915 shares
    Change vs previous 13F -214 shares

    0.1% of the 13F portfolio, value $673,231.

    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 6,129 shares
    Change vs previous 13F -180 shares

    0.1% of the 13F portfolio, value $672,132.

    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 6,309 shares
    Change vs previous 13F +172 shares

    0.11% of the 13F portfolio, value $654,154.

    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 6,137 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $635,803.

    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 6,137 shares
    Change vs previous 13F -214 shares

    0.09% of the 13F portfolio, value $639,027.

    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 6,351 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $710,487.

    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).