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Disclosery

WealthPLAN Partners, LLC: ICOW position timeline

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

WealthPLAN Partners, LLC held 40,784 ICOW 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 40,784 shares
    Change vs previous 13F -21,704 shares

    0.32% of the 13F portfolio, value $1,697,825.

    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 62,488 shares
    Change vs previous 13F -19,411 shares

    0.51% of the 13F portfolio, value $2,651,983.

    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 81,899 shares
    Change vs previous 13F -5,228 shares

    0.47% of the 13F portfolio, value $3,167,835.

    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 87,127 shares
    Change vs previous 13F +3,605 shares

    0.48% of the 13F portfolio, value $3,173,149.

    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 83,522 shares
    Change vs previous 13F -63,008 shares

    0.46% of the 13F portfolio, value $2,842,246.

    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 146,530 shares
    Change vs previous 13F +8,875 shares

    0.65% of the 13F portfolio, value $4,602,509.

    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 137,655 shares
    Change vs previous 13F -9,040 shares

    0.57% of the 13F portfolio, value $4,018,147.

    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 146,695 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $4,639,941.

    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).