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Disclosery

WealthPLAN Partners, LLC: MMD position timeline

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

WealthPLAN Partners, LLC held 24,590 MMD 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 24,590 shares
    Change vs previous 13F -1,830 shares

    0.07% of the 13F portfolio, value $381,145.

    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 26,420 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $392,337.

    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 26,420 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $392,865.

    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 26,420 shares
    Change vs previous 13F -1,351 shares

    0.06% of the 13F portfolio, value $399,735.

    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 27,771 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $410,733.

    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).