WEALTHSPAN PARTNERS, LLC: MLPX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHSPAN PARTNERS, LLC on MLPX, newest first. How the timeline and the estimate are built.
WEALTHSPAN PARTNERS, LLC held 20,155 MLPX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 20,155 sharesChange vs previous 13F +658 shares
0.47% of the 13F portfolio, value $1,484,593.
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 19,497 sharesChange vs previous 13F +964 shares
0.51% of the 13F portfolio, value $1,441,572.
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 18,533 sharesChange vs previous 13F +189 shares
0.41% of the 13F portfolio, value $1,121,806.
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 18,344 sharesChange vs previous 13F +367 shares
0.44% of the 13F portfolio, value $1,150,337.
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 17,977 sharesChange vs previous 13F +859 shares
0.47% of the 13F portfolio, value $1,126,412.
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 17,118 sharesChange vs previous 13F +891 shares
0.5% of the 13F portfolio, value $1,092,275.
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 16,227 sharesChange vs previous 13F +6,311 shares
0.47% of the 13F portfolio, value $982,688.
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 9,916 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $539,739.
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).