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Disclosery

WealthPLAN Partners, LLC: UDEC position timeline

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

WealthPLAN Partners, LLC held 16,042 UDEC 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 16,042 shares
    Change vs previous 13F -5,000 shares

    0.13% of the 13F portfolio, value $668,632.

    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 21,042 shares
    Change vs previous 13F -8,478 shares

    0.16% of the 13F portfolio, value $817,271.

    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 29,520 shares
    Change vs previous 13F -53,329 shares

    0.17% of the 13F portfolio, value $1,170,173.

    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 82,849 shares
    Change vs previous 13F +1,107 shares

    0.48% of the 13F portfolio, value $3,178,916.

    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 81,742 shares
    Change vs previous 13F -47,700 shares

    0.48% of the 13F portfolio, value $2,978,678.

    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 129,442 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $4,439,861.

    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).