WEALTHSPAN PARTNERS, LLC: BCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHSPAN PARTNERS, LLC on BCD, newest first. How the timeline and the estimate are built.
WEALTHSPAN PARTNERS, LLC held 20,402 BCD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 20,402 sharesChange vs previous 13F +381 shares
0.22% of the 13F portfolio, value $696,737.
13F-HR 0001951757-26-001132 filed by WEALTHSPAN PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,021 sharesChange vs previous 13F +1,571 shares
0.25% of the 13F portfolio, value $716,361.
13F-HR 0001951757-26-000526 filed by WEALTHSPAN PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,450 sharesChange vs previous 13F +2,860 shares
0.21% of the 13F portfolio, value $571,215.
13F-HR 0001951757-26-000313 filed by WEALTHSPAN PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,590 sharesChange vs previous 13F +2,851 shares
0.21% of the 13F portfolio, value $535,676.
13F-HR 0001951757-25-001242 filed by WEALTHSPAN PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,739 sharesChange vs previous 13F +1,477 shares
0.18% of the 13F portfolio, value $422,301.
13F-HR 0001951757-25-000976 filed by WEALTHSPAN PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,262 sharesChange vs previous 13F +1,697 shares
0.18% of the 13F portfolio, value $384,366.
13F-HR 0001951757-25-000383 filed by WEALTHSPAN PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,565 sharesChange vs previous 13F +2,172 shares
0.14% of the 13F portfolio, value $299,666.
13F-HR 0001951757-25-000130 filed by WEALTHSPAN PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,393 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $241,603.
13F-HR 0001951757-24-001168 filed by WEALTHSPAN PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).