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Disclosery

WealthPLAN Partners, LLC: MAIN position timeline

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

WealthPLAN Partners, LLC held 20,327 MAIN 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 20,327 shares
    Change vs previous 13F -2,086 shares

    0.2% of the 13F portfolio, value $1,054,561.

    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 22,413 shares
    Change vs previous 13F -638 shares

    0.23% of the 13F portfolio, value $1,186,999.

    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 23,051 shares
    Change vs previous 13F +743 shares

    0.21% of the 13F portfolio, value $1,392,078.

    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 22,308 shares
    Change vs previous 13F +49 shares

    0.21% of the 13F portfolio, value $1,418,594.

    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 22,259 shares
    Change vs previous 13F +325 shares

    0.21% of the 13F portfolio, value $1,315,528.

    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 21,934 shares
    Change vs previous 13F -373 shares

    0.17% of the 13F portfolio, value $1,240,563.

    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 22,307 shares
    Change vs previous 13F -941 shares

    0.19% of the 13F portfolio, value $1,306,759.

    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 23,248 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,165,655.

    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).