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Disclosery

WealthPLAN Partners, LLC: TMO position timeline

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

WealthPLAN Partners, LLC held 959 TMO 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 959 shares
    Change vs previous 13F -1,698 shares

    0.09% of the 13F portfolio, value $480,907.

    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 2,657 shares
    Change vs previous 13F -1,319 shares

    0.25% of the 13F portfolio, value $1,306,078.

    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 3,976 shares
    Change vs previous 13F -258 shares

    0.34% of the 13F portfolio, value $2,303,994.

    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 4,234 shares
    Change vs previous 13F +241 shares

    0.31% of the 13F portfolio, value $2,053,639.

    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 3,993 shares
    Change vs previous 13F -153 shares

    0.26% of the 13F portfolio, value $1,619,034.

    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 4,146 shares
    Change vs previous 13F +1,274 shares

    0.29% of the 13F portfolio, value $2,063,201.

    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 2,872 shares
    Change vs previous 13F -742 shares

    0.21% of the 13F portfolio, value $1,494,227.

    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 3,614 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,235,638.

    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).