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WealthPLAN Partners, LLC: HIGH position timeline

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

WealthPLAN Partners, LLC held 42,726 HIGH 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 42,726 shares
    Change vs previous 13F -28,842 shares

    0.18% of the 13F portfolio, value $924,171.

    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 71,568 shares
    Change vs previous 13F -21,446 shares

    0.3% of the 13F portfolio, value $1,527,261.

    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 93,014 shares
    Change vs previous 13F -14,859 shares

    0.31% of the 13F portfolio, value $2,075,139.

    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 107,873 shares
    Change vs previous 13F +667 shares

    0.37% of the 13F portfolio, value $2,490,790.

    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 107,206 shares
    Change vs previous 13F -53,443 shares

    0.42% of the 13F portfolio, value $2,597,617.

    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 160,649 shares
    Change vs previous 13F +4,335 shares

    0.5% of the 13F portfolio, value $3,524,647.

    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 156,314 shares
    Change vs previous 13F -11,213 shares

    0.51% of the 13F portfolio, value $3,598,346.

    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 167,527 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $3,927,669.

    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).