WealthPLAN Partners, LLC: LOW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPLAN Partners, LLC on LOW, newest first. How the timeline and the estimate are built.
WealthPLAN Partners, LLC held 4,035 LOW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 4,035 sharesChange vs previous 13F -553 shares
0.17% of the 13F portfolio, value $889,763.
13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,588 sharesChange vs previous 13F -851 shares
0.21% of the 13F portfolio, value $1,083,987.
13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,439 sharesChange vs previous 13F -86 shares
0.2% of the 13F portfolio, value $1,311,768.
13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,525 sharesChange vs previous 13F -61 shares
0.21% of the 13F portfolio, value $1,388,591.
13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,586 sharesChange vs previous 13F -36 shares
0.2% of the 13F portfolio, value $1,239,258.
13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,622 sharesChange vs previous 13F -223 shares
0.18% of the 13F portfolio, value $1,311,222.
13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,845 sharesChange vs previous 13F -680 shares
0.2% of the 13F portfolio, value $1,442,518.
13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,525 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $1,767,255.
13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).