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WealthPLAN Partners, LLC: MBSF position timeline

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

WealthPLAN Partners, LLC held 53,864 MBSF 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 53,864 shares
    Change vs previous 13F -31,315 shares

    0.26% of the 13F portfolio, value $1,382,966.

    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 85,179 shares
    Change vs previous 13F -24,041 shares

    0.42% of the 13F portfolio, value $2,172,904.

    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 109,220 shares
    Change vs previous 13F -15,194 shares

    0.42% of the 13F portfolio, value $2,800,915.

    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 124,414 shares
    Change vs previous 13F +1,743 shares

    0.47% of the 13F portfolio, value $3,168,833.

    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 122,671 shares
    Change vs previous 13F -47,717 shares

    0.5% of the 13F portfolio, value $3,130,553.

    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 170,388 shares
    Change vs previous 13F +4,337 shares

    0.61% of the 13F portfolio, value $4,337,327.

    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 166,051 shares
    Change vs previous 13F -8,418 shares

    0.6% of the 13F portfolio, value $4,217,689.

    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 174,469 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $4,471,640.

    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).