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WealthPLAN Partners, LLC: PAAA position timeline

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

WealthPLAN Partners, LLC held 108,678 PAAA 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 108,678 shares
    Change vs previous 13F -11,194 shares

    1.07% of the 13F portfolio, value $5,571,937.

    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 119,872 shares
    Change vs previous 13F -233,403 shares

    1.19% of the 13F portfolio, value $6,135,058.

    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 353,275 shares
    Change vs previous 13F +81,008 shares

    2.71% of the 13F portfolio, value $18,108,900.

    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 272,267 shares
    Change vs previous 13F +93,498 shares

    2.1% of the 13F portfolio, value $14,021,757.

    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 178,769 shares
    Change vs previous 13F +104,631 shares

    1.48% of the 13F portfolio, value $9,197,663.

    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 74,138 shares
    Change vs previous 13F +48,770 shares

    0.54% of the 13F portfolio, value $3,804,007.

    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 25,368 shares
    Change vs previous 13F +11,258 shares

    0.18% of the 13F portfolio, value $1,298,818.

    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 14,110 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $722,996.

    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).