Skip to content
Disclosery

WealthPLAN Partners, LLC: RPM position timeline

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

WealthPLAN Partners, LLC held 4,747 RPM 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 4,747 shares
    Change vs previous 13F -11,558 shares

    0.1% of the 13F portfolio, value $527,654.

    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 16,305 shares
    Change vs previous 13F -6,854 shares

    0.31% of the 13F portfolio, value $1,620,760.

    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 23,159 shares
    Change vs previous 13F -2,410 shares

    0.36% of the 13F portfolio, value $2,408,534.

    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 25,569 shares
    Change vs previous 13F +127 shares

    0.45% of the 13F portfolio, value $3,014,063.

    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 25,442 shares
    Change vs previous 13F -13,925 shares

    0.45% of the 13F portfolio, value $2,794,548.

    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 39,367 shares
    Change vs previous 13F +184 shares

    0.64% of the 13F portfolio, value $4,553,940.

    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 39,183 shares
    Change vs previous 13F -1,453 shares

    0.68% of the 13F portfolio, value $4,821,848.

    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 40,636 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $4,916,906.

    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).