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WealthPLAN Partners, LLC: GOOG position timeline

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

WealthPLAN Partners, LLC held 12,245 GOOG 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 12,245 shares
    Change vs previous 13F -6,721 shares

    0.83% of the 13F portfolio, value $4,326,417.

    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 18,966 shares
    Change vs previous 13F -9,545 shares

    1.05% of the 13F portfolio, value $5,440,662.

    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 28,511 shares
    Change vs previous 13F -1,846 shares

    1.34% of the 13F portfolio, value $8,946,736.

    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 30,357 shares
    Change vs previous 13F +562 shares

    1.11% of the 13F portfolio, value $7,393,552.

    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 29,795 shares
    Change vs previous 13F -8,615 shares

    0.85% of the 13F portfolio, value $5,285,254.

    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 38,410 shares
    Change vs previous 13F +356 shares

    0.85% of the 13F portfolio, value $6,000,825.

    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 38,054 shares
    Change vs previous 13F -6,055 shares

    1.03% of the 13F portfolio, value $7,246,974.

    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 44,109 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $7,374,580.

    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).