Skip to content
Disclosery

WealthPLAN Partners, LLC: SPYG position timeline

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

WealthPLAN Partners, LLC held 30,831 SPYG 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 30,831 shares
    Change vs previous 13F -8,187 shares

    0.7% of the 13F portfolio, value $3,668,611.

    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 39,018 shares
    Change vs previous 13F -18,091 shares

    0.74% of the 13F portfolio, value $3,820,267.

    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 57,109 shares
    Change vs previous 13F -1,343 shares

    0.91% of the 13F portfolio, value $6,093,556.

    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 58,452 shares
    Change vs previous 13F -888 shares

    0.92% of the 13F portfolio, value $6,108,810.

    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 59,340 shares
    Change vs previous 13F -25,838 shares

    0.91% of the 13F portfolio, value $5,656,354.

    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 85,178 shares
    Change vs previous 13F +7,640 shares

    0.97% of the 13F portfolio, value $6,845,787.

    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 77,538 shares
    Change vs previous 13F -2,354 shares

    0.97% of the 13F portfolio, value $6,815,647.

    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 79,892 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $6,626,249.

    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).