Skip to content
Disclosery

WealthPLAN Partners, LLC: POCT position timeline

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

WealthPLAN Partners, LLC held 26,516 POCT 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 26,516 shares
    Change vs previous 13F +23 shares

    0.24% of the 13F portfolio, value $1,230,608.

    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 26,493 shares
    Change vs previous 13F +1,952 shares

    0.22% of the 13F portfolio, value $1,142,113.

    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 24,541 shares
    Change vs previous 13F +9,877 shares

    0.16% of the 13F portfolio, value $1,077,841.

    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 14,664 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $632,018.

    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 14,664 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $605,623.

    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 14,664 shares
    Change vs previous 13F -152 shares

    0.08% of the 13F portfolio, value $569,696.

    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 14,816 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $586,216.

    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).