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WealthPLAN Partners, LLC: GGG position timeline

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

WealthPLAN Partners, LLC held 7,613 GGG 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 7,613 shares
    Change vs previous 13F -17,171 shares

    0.11% of the 13F portfolio, value $575,627.

    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 24,784 shares
    Change vs previous 13F -10,017 shares

    0.41% of the 13F portfolio, value $2,097,974.

    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 34,801 shares
    Change vs previous 13F -4,884 shares

    0.43% of the 13F portfolio, value $2,852,620.

    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 39,685 shares
    Change vs previous 13F +544 shares

    0.51% of the 13F portfolio, value $3,371,595.

    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 39,141 shares
    Change vs previous 13F -16,192 shares

    0.54% of the 13F portfolio, value $3,364,928.

    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 55,333 shares
    Change vs previous 13F -1,267 shares

    0.65% of the 13F portfolio, value $4,620,851.

    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 56,600 shares
    Change vs previous 13F -2,091 shares

    0.68% of the 13F portfolio, value $4,770,800.

    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 58,691 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $5,136,093.

    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).