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Disclosery

WealthPLAN Partners, LLC: VZ position timeline

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

WealthPLAN Partners, LLC held 22,598 VZ 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 22,598 shares
    Change vs previous 13F -24,982 shares

    0.18% of the 13F portfolio, value $956,787.

    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 47,580 shares
    Change vs previous 13F -21,978 shares

    0.46% of the 13F portfolio, value $2,388,510.

    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 69,558 shares
    Change vs previous 13F -4,367 shares

    0.42% of the 13F portfolio, value $2,833,081.

    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 73,925 shares
    Change vs previous 13F +992 shares

    0.49% of the 13F portfolio, value $3,248,993.

    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 72,933 shares
    Change vs previous 13F -26,740 shares

    0.51% of the 13F portfolio, value $3,155,812.

    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 99,673 shares
    Change vs previous 13F +1,431 shares

    0.64% of the 13F portfolio, value $4,521,187.

    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 98,242 shares
    Change vs previous 13F -4,615 shares

    0.56% of the 13F portfolio, value $3,928,699.

    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 102,857 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $4,619,296.

    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).