Skip to content
Disclosery

WealthPLAN Partners, LLC: IUSB position timeline

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

WealthPLAN Partners, LLC held 106,293 IUSB 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 106,293 shares
    Change vs previous 13F +50,221 shares

    0.94% of the 13F portfolio, value $4,905,440.

    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 56,072 shares
    Change vs previous 13F +1,440 shares

    0.5% of the 13F portfolio, value $2,589,964.

    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 54,632 shares
    Change vs previous 13F +2,474 shares

    0.38% of the 13F portfolio, value $2,542,593.

    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 52,158 shares
    Change vs previous 13F -9,133 shares

    0.37% of the 13F portfolio, value $2,436,300.

    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 61,291 shares
    Change vs previous 13F -16,328 shares

    0.46% of the 13F portfolio, value $2,833,483.

    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 77,619 shares
    Change vs previous 13F +1,701 shares

    0.5% of the 13F portfolio, value $3,576,684.

    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 75,918 shares
    Change vs previous 13F -13,266 shares

    0.49% of the 13F portfolio, value $3,431,494.

    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 89,184 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,202,350.

    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).