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WealthPLAN Partners, LLC: SCHZ position timeline

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

WealthPLAN Partners, LLC held 202,624 SCHZ 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 202,624 shares
    Change vs previous 13F +10,741 shares

    0.9% of the 13F portfolio, value $4,686,688.

    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 191,883 shares
    Change vs previous 13F +4,791 shares

    0.86% of the 13F portfolio, value $4,455,519.

    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 187,092 shares
    Change vs previous 13F -1,032 shares

    0.65% of the 13F portfolio, value $4,372,335.

    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 188,124 shares
    Change vs previous 13F +14,322 shares

    0.66% of the 13F portfolio, value $4,415,270.

    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 173,802 shares
    Change vs previous 13F -8,540 shares

    0.65% of the 13F portfolio, value $4,039,158.

    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 182,342 shares
    Change vs previous 13F +9,669 shares

    0.6% of the 13F portfolio, value $4,223,041.

    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 172,673 shares
    Change vs previous 13F +87,133 shares

    0.56% of the 13F portfolio, value $3,919,677.

    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 85,540 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $4,064,861.

    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).