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Disclosery

WealthPLAN Partners, LLC: IVV position timeline

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

WealthPLAN Partners, LLC held 41,056 IVV 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 41,056 shares
    Change vs previous 13F +9,540 shares

    5.88% of the 13F portfolio, value $30,746,201.

    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 31,516 shares
    Change vs previous 13F +7,943 shares

    3.98% of the 13F portfolio, value $20,586,782.

    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 23,573 shares
    Change vs previous 13F +2,380 shares

    2.41% of the 13F portfolio, value $16,145,773.

    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 21,193 shares
    Change vs previous 13F +642 shares

    2.13% of the 13F portfolio, value $14,184,531.

    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 20,551 shares
    Change vs previous 13F -545 shares

    2.05% of the 13F portfolio, value $12,760,316.

    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 21,096 shares
    Change vs previous 13F +208 shares

    1.67% of the 13F portfolio, value $11,853,659.

    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 20,888 shares
    Change vs previous 13F +56 shares

    1.74% of the 13F portfolio, value $12,296,075.

    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 20,832 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $12,016,084.

    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).