Skip to content
Disclosery

WealthPLAN Partners, LLC: WMT position timeline

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

WealthPLAN Partners, LLC held 20,085 WMT 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 20,085 shares
    Change vs previous 13F -20,125 shares

    0.44% of the 13F portfolio, value $2,274,774.

    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 40,210 shares
    Change vs previous 13F -24,812 shares

    0.97% of the 13F portfolio, value $4,997,325.

    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 65,022 shares
    Change vs previous 13F -4,773 shares

    1.08% of the 13F portfolio, value $7,244,065.

    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 69,795 shares
    Change vs previous 13F -306 shares

    1.08% of the 13F portfolio, value $7,193,060.

    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 70,101 shares
    Change vs previous 13F -22,880 shares

    1.1% of the 13F portfolio, value $6,854,492.

    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 92,981 shares
    Change vs previous 13F -1,125 shares

    1.15% of the 13F portfolio, value $8,162,840.

    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 94,106 shares
    Change vs previous 13F -451 shares

    1.21% of the 13F portfolio, value $8,502,503.

    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 94,557 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $7,635,501.

    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).