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Disclosery

WealthPLAN Partners, LLC: O position timeline

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

WealthPLAN Partners, LLC held 16,028 O 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 16,028 shares
    Change vs previous 13F -23,869 shares

    0.19% of the 13F portfolio, value $993,065.

    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 39,897 shares
    Change vs previous 13F -14,574 shares

    0.47% of the 13F portfolio, value $2,440,869.

    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 54,471 shares
    Change vs previous 13F -6,461 shares

    0.46% of the 13F portfolio, value $3,070,540.

    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 60,932 shares
    Change vs previous 13F +396 shares

    0.56% of the 13F portfolio, value $3,704,053.

    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 60,536 shares
    Change vs previous 13F -28,192 shares

    0.56% of the 13F portfolio, value $3,487,494.

    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 88,728 shares
    Change vs previous 13F +5,837 shares

    0.73% of the 13F portfolio, value $5,147,121.

    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 82,891 shares
    Change vs previous 13F -10,366 shares

    0.63% of the 13F portfolio, value $4,427,206.

    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 93,257 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $5,914,357.

    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).