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Disclosery

WealthPLAN Partners, LLC: HD position timeline

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

WealthPLAN Partners, LLC held 4,787 HD 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 4,787 shares
    Change vs previous 13F +182 shares

    0.32% of the 13F portfolio, value $1,688,454.

    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 4,605 shares
    Change vs previous 13F +525 shares

    0.29% of the 13F portfolio, value $1,514,419.

    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 4,080 shares
    Change vs previous 13F +582 shares

    0.21% of the 13F portfolio, value $1,403,911.

    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 3,498 shares
    Change vs previous 13F -330 shares

    0.21% of the 13F portfolio, value $1,417,163.

    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 3,828 shares
    Change vs previous 13F -127 shares

    0.23% of the 13F portfolio, value $1,403,474.

    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 3,955 shares
    Change vs previous 13F -33 shares

    0.2% of the 13F portfolio, value $1,449,420.

    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 3,988 shares
    Change vs previous 13F -114 shares

    0.22% of the 13F portfolio, value $1,551,370.

    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 4,102 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,662,381.

    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).