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WealthPLAN Partners, LLC: TCAF position timeline

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

WealthPLAN Partners, LLC held 71,062 TCAF 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 71,062 shares
    Change vs previous 13F -7,731 shares

    0.56% of the 13F portfolio, value $2,920,646.

    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 78,793 shares
    Change vs previous 13F -998 shares

    0.54% of the 13F portfolio, value $2,804,260.

    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 79,791 shares
    Change vs previous 13F +2,234 shares

    0.46% of the 13F portfolio, value $3,049,611.

    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 77,557 shares
    Change vs previous 13F +2,291 shares

    0.44% of the 13F portfolio, value $2,923,884.

    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 75,266 shares
    Change vs previous 13F +1,506 shares

    0.43% of the 13F portfolio, value $2,655,371.

    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 73,760 shares
    Change vs previous 13F +5,313 shares

    0.34% of the 13F portfolio, value $2,380,960.

    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 68,447 shares
    Change vs previous 13F +6,425 shares

    0.32% of the 13F portfolio, value $2,277,225.

    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 62,022 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,062,232.

    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).