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WealthPLAN Partners, LLC: IGRO position timeline

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

WealthPLAN Partners, LLC held 47,586 IGRO 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 47,586 shares
    Change vs previous 13F -19,391 shares

    0.8% of the 13F portfolio, value $4,184,204.

    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 66,977 shares
    Change vs previous 13F -15,645 shares

    1.09% of the 13F portfolio, value $5,610,645.

    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 82,622 shares
    Change vs previous 13F -3,888 shares

    1.02% of the 13F portfolio, value $6,838,660.

    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 86,510 shares
    Change vs previous 13F +1,535 shares

    1.03% of the 13F portfolio, value $6,892,243.

    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 84,975 shares
    Change vs previous 13F -50,228 shares

    1.08% of the 13F portfolio, value $6,703,676.

    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 135,203 shares
    Change vs previous 13F +7,617 shares

    1.38% of the 13F portfolio, value $9,794,037.

    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 127,586 shares
    Change vs previous 13F -7,147 shares

    1.23% of the 13F portfolio, value $8,670,737.

    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 134,733 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $10,049,757.

    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).