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Disclosery

WealthPLAN Partners, LLC: SPMO position timeline

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

WealthPLAN Partners, LLC held 10,504 SPMO 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 10,504 shares
    Change vs previous 13F -3,428 shares

    0.32% of the 13F portfolio, value $1,696,754.

    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 13,932 shares
    Change vs previous 13F +874 shares

    0.3% of the 13F portfolio, value $1,561,861.

    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 13,058 shares
    Change vs previous 13F +5,069 shares

    0.23% of the 13F portfolio, value $1,558,108.

    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 7,989 shares
    Change vs previous 13F +181 shares

    0.14% of the 13F portfolio, value $967,148.

    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 7,808 shares
    Change vs previous 13F +184 shares

    0.14% of the 13F portfolio, value $878,166.

    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 7,624 shares
    Change vs previous 13F +211 shares

    0.1% of the 13F portfolio, value $705,449.

    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 7,413 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $704,309.

    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).