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Disclosery

WealthPLAN Partners, LLC: IVE position timeline

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

WealthPLAN Partners, LLC held 15,971 IVE 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 15,971 shares
    Change vs previous 13F -3,614 shares

    0.69% of the 13F portfolio, value $3,626,267.

    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 19,585 shares
    Change vs previous 13F -2,650 shares

    0.8% of the 13F portfolio, value $4,135,403.

    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 22,235 shares
    Change vs previous 13F +6,447 shares

    0.7% of the 13F portfolio, value $4,715,299.

    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 15,788 shares
    Change vs previous 13F +660 shares

    0.49% of the 13F portfolio, value $3,260,380.

    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 15,128 shares
    Change vs previous 13F +1,889 shares

    0.48% of the 13F portfolio, value $2,956,314.

    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 13,239 shares
    Change vs previous 13F +3,108 shares

    0.36% of the 13F portfolio, value $2,523,089.

    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 10,131 shares
    Change vs previous 13F -130 shares

    0.27% of the 13F portfolio, value $1,933,805.

    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 10,261 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,023,161.

    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).