WealthPLAN Partners, LLCCoreConcentrated trader

CIK: 0001639943 | OMAHA, NE

Q2 2026 vs Q3 2026 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	264	$543.9M	2026-10-15	SEC ↗
Q2 2026	13F-HR	264	$523.0M	2026-07-28	SEC ↗
Q1 2026	13F-HR	275	$517.6M	2026-04-29	SEC ↗
Q4 2025	13F-HR	324	$669.4M	2026-02-12	SEC ↗
Q3 2025	13F-HR	289	$667.2M	2025-10-27	SEC ↗
Q2 2025	13F-HR	303	$621.4M	2025-07-28	SEC ↗
Q1 2025	13F-HR	303	$709.4M	2025-05-12	SEC ↗
Q4 2024	13F-HR	300	$704.9M	2025-01-30	SEC ↗
Q3 2024	13F-HR	316	$744.8M	2024-11-05	SEC ↗
Q2 2024	13F-HR	403	$931.4M	2024-08-09	SEC ↗
Q1 2024	13F-HR	409	$965.8M	2024-05-07	SEC ↗
Q4 2023	13F-HR	428	$972.8M	2024-01-05	SEC ↗
Q3 2023	13F-HR	427	$860.5M	2023-11-02	SEC ↗
Q2 2023	13F-HR	2516	$707.0M	2023-07-31	SEC ↗
Q1 2023	13F-HR	2646	$879.0M	2023-05-10	SEC ↗
Q4 2022	13F-HR	513	$1.4B	2023-02-16	SEC ↗
Q1 2022	13F-HR	508	$2.5M	2022-05-03	SEC ↗
Q4 2021	13F-HR	498	$130.0M	2022-02-01	SEC ↗
Q3 2021	13F-HR	496	$2.2M	2021-12-09	SEC ↗
Q2 2021	13F-HR	472	$4.3M	2021-08-19	SEC ↗
Q1 2021	13F-HR	452	$6.5M	2021-05-11	SEC ↗
Q4 2020	13F-HR	468	$1.2M	2021-02-09	SEC ↗
Q3 2020	13F-HR	442	$9.8M	2020-12-18	SEC ↗
Q2 2020	13F-HR	465	$15.3M	2020-08-19	SEC ↗
Q1 2020	13F-HR	390	$770.5K	2020-05-15	SEC ↗
Q4 2019	13F-HR	376	$847.0K	2020-02-14	SEC ↗
Q3 2019	13F-HR	362	$734.6K	2019-11-15	SEC ↗
Q2 2019	13F-HR	356	$4.8M	2019-08-19	SEC ↗
Q1 2019	13F-HR	433	$6.8M	2019-05-16	SEC ↗
Q4 2018	13F-HR	432	$624.7K	2019-02-20	SEC ↗
Q3 2018	13F-HR	428	$547.8K	2018-11-21	SEC ↗
Q2 2018	13F-HR	447	$11.1M	2018-08-16	SEC ↗
Q1 2018	13F-HR	454	$10.6M	2018-05-16	SEC ↗
Q4 2017	13F-HR	258	$8.1M	2018-02-16	SEC ↗
Q3 2017	13F-HR	229	$3.6M	2017-11-14	SEC ↗
Q2 2017	13F-HR	203	$2.9M	2017-08-11	SEC ↗
Q1 2017	13F-HR	3135	$28.8M	2017-04-19	SEC ↗
Q3 2016	13F-HR	2192	$307.1M	2016-12-09	SEC ↗
Q2 2016	13F-HR	3474	$780.8M	2016-08-08	SEC ↗
Q4 2015	13F-HR	2354	$616.8M	2016-03-24	SEC ↗
Q2 2015	13F-HR	448	$1.0M	2015-08-10	SEC ↗
Q1 2015	13F-HR	12790	$827.2K	2015-05-04	SEC ↗