Skip to content
Disclosery

WealthPLAN Partners, LLC: XTEN position timeline

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

WealthPLAN Partners, LLC held 36,537 XTEN 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 36,537 shares
    Change vs previous 13F -21,905 shares

    0.32% of the 13F portfolio, value $1,665,352.

    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 58,442 shares
    Change vs previous 13F +2,856 shares

    0.52% of the 13F portfolio, value $2,680,130.

    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 55,586 shares
    Change vs previous 13F +75 shares

    0.38% of the 13F portfolio, value $2,569,177.

    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 55,511 shares
    Change vs previous 13F +6,056 shares

    0.39% of the 13F portfolio, value $2,588,478.

    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 49,455 shares
    Change vs previous 13F +26,382 shares

    0.37% of the 13F portfolio, value $2,282,843.

    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 23,073 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,074,510.

    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).