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Disclosery

WealthPLAN Partners, LLC: VTI position timeline

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

WealthPLAN Partners, LLC held 22,409 VTI 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 22,409 shares
    Change vs previous 13F -6,716 shares

    1.59% of the 13F portfolio, value $8,292,296.

    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 29,125 shares
    Change vs previous 13F -5,386 shares

    1.81% of the 13F portfolio, value $9,343,616.

    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 34,511 shares
    Change vs previous 13F -2,163 shares

    1.73% of the 13F portfolio, value $11,570,365.

    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 36,674 shares
    Change vs previous 13F +513 shares

    1.8% of the 13F portfolio, value $12,035,362.

    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 36,161 shares
    Change vs previous 13F -18,237 shares

    1.77% of the 13F portfolio, value $10,990,529.

    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 54,398 shares
    Change vs previous 13F +1,337 shares

    2.11% of the 13F portfolio, value $14,950,805.

    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 53,061 shares
    Change vs previous 13F -4,243 shares

    2.18% of the 13F portfolio, value $15,377,626.

    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 57,304 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $16,226,130.

    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).