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Disclosery

WealthPLAN Partners, LLC: STZ position timeline

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

WealthPLAN Partners, LLC held 1,645 STZ 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 1,645 shares
    Change vs previous 13F -3,945 shares

    0.04% of the 13F portfolio, value $228,843.

    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 5,590 shares
    Change vs previous 13F -2,244 shares

    0.16% of the 13F portfolio, value $838,467.

    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 7,834 shares
    Change vs previous 13F -836 shares

    0.16% of the 13F portfolio, value $1,080,807.

    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 8,670 shares
    Change vs previous 13F +902 shares

    0.18% of the 13F portfolio, value $1,167,552.

    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 7,768 shares
    Change vs previous 13F -3,856 shares

    0.2% of the 13F portfolio, value $1,263,623.

    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 11,624 shares
    Change vs previous 13F +1,875 shares

    0.3% of the 13F portfolio, value $2,133,328.

    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 9,749 shares
    Change vs previous 13F -2,850 shares

    0.31% of the 13F portfolio, value $2,154,475.

    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 12,599 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,246,644.

    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).