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Disclosery

WealthPLAN Partners, LLC: SPY position timeline

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

WealthPLAN Partners, LLC held 890 SPY 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 890 shares
    Change vs previous 13F +3 shares

    0.13% of the 13F portfolio, value $664,605.

    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 887 shares
    Change vs previous 13F -1,011 shares

    0.11% of the 13F portfolio, value $577,003.

    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 1,898 shares
    Change vs previous 13F -1,842 shares

    0.19% of the 13F portfolio, value $1,294,564.

    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 3,740 shares
    Change vs previous 13F +1,904 shares

    0.37% of the 13F portfolio, value $2,491,365.

    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 1,836 shares
    Change vs previous 13F -344 shares

    0.18% of the 13F portfolio, value $1,134,503.

    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 2,180 shares
    Change vs previous 13F -1,200 shares

    0.17% of the 13F portfolio, value $1,219,597.

    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 3,380 shares
    Change vs previous 13F -52 shares

    0.28% of the 13F portfolio, value $1,981,038.

    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 3,432 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,968,928.

    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).