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Disclosery

WealthPLAN Partners, LLC: WTPI position timeline

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

WealthPLAN Partners, LLC held 24,544 WTPI 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 24,544 shares
    Change vs previous 13F +6,678 shares

    0.15% of the 13F portfolio, value $804,796.

    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 17,866 shares
    Change vs previous 13F +3,788 shares

    0.11% of the 13F portfolio, value $570,100.

    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 14,078 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $464,864.

    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).