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Disclosery

WealthPLAN Partners, LLC: XLF position timeline

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

WealthPLAN Partners, LLC held 40,881 XLF 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 40,881 shares
    Change vs previous 13F +299 shares

    0.42% of the 13F portfolio, value $2,191,649.

    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 40,582 shares
    Change vs previous 13F -1,586 shares

    0.39% of the 13F portfolio, value $2,003,558.

    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 42,168 shares
    Change vs previous 13F +479 shares

    0.35% of the 13F portfolio, value $2,309,560.

    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 41,689 shares
    Change vs previous 13F +428 shares

    0.34% of the 13F portfolio, value $2,245,777.

    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 41,261 shares
    Change vs previous 13F -345 shares

    0.35% of the 13F portfolio, value $2,160,832.

    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 41,606 shares
    Change vs previous 13F +6,405 shares

    0.29% of the 13F portfolio, value $2,072,389.

    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 35,201 shares
    Change vs previous 13F +899 shares

    0.24% of the 13F portfolio, value $1,701,269.

    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 34,302 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,554,568.

    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).