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Disclosery

WealthPLAN Partners, LLC: TXN position timeline

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

WealthPLAN Partners, LLC held 3,487 TXN 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 3,487 shares
    Change vs previous 13F -6,420 shares

    0.2% of the 13F portfolio, value $1,039,493.

    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 9,907 shares
    Change vs previous 13F -5,508 shares

    0.37% of the 13F portfolio, value $1,923,360.

    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 15,415 shares
    Change vs previous 13F -1,742 shares

    0.4% of the 13F portfolio, value $2,674,339.

    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 17,157 shares
    Change vs previous 13F +143 shares

    0.47% of the 13F portfolio, value $3,152,334.

    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 17,014 shares
    Change vs previous 13F -6,198 shares

    0.57% of the 13F portfolio, value $3,532,406.

    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 23,212 shares
    Change vs previous 13F +327 shares

    0.59% of the 13F portfolio, value $4,171,207.

    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 22,885 shares
    Change vs previous 13F -328 shares

    0.61% of the 13F portfolio, value $4,291,246.

    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 23,213 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $4,795,038.

    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).