Skip to content
Disclosery

WealthPLAN Partners, LLC: SUN position timeline

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

WealthPLAN Partners, LLC held 6,883 SUN 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 6,883 shares
    Change vs previous 13F +5 shares

    0.09% of the 13F portfolio, value $464,593.

    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 6,878 shares
    Change vs previous 13F +5 shares

    0.09% of the 13F portfolio, value $446,876.

    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 6,873 shares
    Change vs previous 13F -353 shares

    0.05% of the 13F portfolio, value $360,219.

    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 7,226 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $361,380.

    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 7,214 shares
    Change vs previous 13F +10 shares

    0.06% of the 13F portfolio, value $386,623.

    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 7,204 shares
    Change vs previous 13F -353 shares

    0.06% of the 13F portfolio, value $418,254.

    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 7,557 shares
    Change vs previous 13F +11 shares

    0.06% of the 13F portfolio, value $388,725.

    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 7,546 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $405,093.

    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).