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Disclosery

WealthPLAN Partners, LLC: MSM position timeline

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

WealthPLAN Partners, LLC held 8,923 MSM 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 8,923 shares
    Change vs previous 13F -16,848 shares

    0.2% of the 13F portfolio, value $1,061,446.

    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 25,771 shares
    Change vs previous 13F -11,317 shares

    0.46% of the 13F portfolio, value $2,377,853.

    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 37,088 shares
    Change vs previous 13F -4,817 shares

    0.47% of the 13F portfolio, value $3,119,060.

    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 41,905 shares
    Change vs previous 13F -2,308 shares

    0.58% of the 13F portfolio, value $3,861,085.

    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 44,213 shares
    Change vs previous 13F -15,670 shares

    0.6% of the 13F portfolio, value $3,758,998.

    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 59,883 shares
    Change vs previous 13F +2,138 shares

    0.66% of the 13F portfolio, value $4,651,107.

    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 57,745 shares
    Change vs previous 13F -3,773 shares

    0.61% of the 13F portfolio, value $4,312,941.

    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 61,518 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $5,294,236.

    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).