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Disclosery

WealthPLAN Partners, LLC: TDV position timeline

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

WealthPLAN Partners, LLC held 18,349 TDV 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 18,349 shares
    Change vs previous 13F -11,468 shares

    0.36% of the 13F portfolio, value $1,907,575.

    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 29,817 shares
    Change vs previous 13F -7,928 shares

    0.49% of the 13F portfolio, value $2,525,797.

    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 37,745 shares
    Change vs previous 13F -2,596 shares

    0.49% of the 13F portfolio, value $3,267,948.

    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 40,341 shares
    Change vs previous 13F +540 shares

    0.52% of the 13F portfolio, value $3,489,661.

    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 39,801 shares
    Change vs previous 13F -29,973 shares

    0.53% of the 13F portfolio, value $3,311,464.

    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 69,774 shares
    Change vs previous 13F +2,217 shares

    0.72% of the 13F portfolio, value $5,082,988.

    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 67,557 shares
    Change vs previous 13F -2,396 shares

    0.72% of the 13F portfolio, value $5,097,411.

    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 69,953 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $5,391,295.

    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).