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Disclosery

WealthPLAN Partners, LLC: TSLA position timeline

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

WealthPLAN Partners, LLC held 5,010 TSLA 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 5,010 shares
    Change vs previous 13F -1,107 shares

    0.4% of the 13F portfolio, value $2,107,206.

    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 6,117 shares
    Change vs previous 13F -4,863 shares

    0.44% of the 13F portfolio, value $2,273,809.

    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 10,980 shares
    Change vs previous 13F +348 shares

    0.74% of the 13F portfolio, value $4,937,701.

    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 10,632 shares
    Change vs previous 13F +69 shares

    0.71% of the 13F portfolio, value $4,728,041.

    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 10,563 shares
    Change vs previous 13F -1,486 shares

    0.54% of the 13F portfolio, value $3,355,284.

    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 12,049 shares
    Change vs previous 13F +1,201 shares

    0.44% of the 13F portfolio, value $3,122,489.

    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 10,848 shares
    Change vs previous 13F +362 shares

    0.62% of the 13F portfolio, value $4,380,654.

    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 10,486 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,743,452.

    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).