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Disclosery

WealthPLAN Partners, LLC: IEMG position timeline

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

WealthPLAN Partners, LLC held 40,217 IEMG 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 40,217 shares
    Change vs previous 13F +20,731 shares

    0.64% of the 13F portfolio, value $3,331,558.

    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 19,486 shares
    Change vs previous 13F -20,341 shares

    0.26% of the 13F portfolio, value $1,359,114.

    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 39,827 shares
    Change vs previous 13F +5,350 shares

    0.4% of the 13F portfolio, value $2,677,202.

    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 34,477 shares
    Change vs previous 13F -4,106 shares

    0.34% of the 13F portfolio, value $2,272,754.

    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 38,583 shares
    Change vs previous 13F +17,086 shares

    0.37% of the 13F portfolio, value $2,316,165.

    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 21,497 shares
    Change vs previous 13F +7,150 shares

    0.16% of the 13F portfolio, value $1,160,193.

    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 14,347 shares
    Change vs previous 13F -2,278 shares

    0.11% of the 13F portfolio, value $749,200.

    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 16,625 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $954,441.

    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).