WealthPLAN Partners, LLC: SNPS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPLAN Partners, LLC on SNPS, newest first. How the timeline and the estimate are built.
WealthPLAN Partners, LLC held 0 SNPS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -712 shares
13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 712 sharesChange vs previous 13F -569 shares
0.05% of the 13F portfolio, value $282,294.
13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,281 sharesChange vs previous 13F -383 shares
0.09% of the 13F portfolio, value $601,711.
13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,664 sharesChange vs previous 13F +100 shares
0.12% of the 13F portfolio, value $821,001.
13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,564 sharesChange vs previous 13F -932 shares
0.13% of the 13F portfolio, value $801,832.
13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,496 sharesChange vs previous 13F +651 shares
0.15% of the 13F portfolio, value $1,070,410.
13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,845 sharesChange vs previous 13F -349 shares
0.13% of the 13F portfolio, value $895,489.
13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,194 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $1,111,020.
13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).