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Livermore
Livermore
ZHEN

WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

AGNC holding history

AGNC Investment Corp. in every 13F filed by WealthPLAN Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AGNC overviewAll 13F holders of AGNCFull Q2 2026 holdings

Shares (Q2 2026)
12,847
Value
$140.0K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of AGNC by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,847$140.0K<0.1%+49+0.4%AddedHolders
Q1 202612,798$128.4K<0.1%+772+6.4%AddedHolders
Q4 202512,026$128.9K<0.1%−459−3.7%ReducedHolders
Q3 202512,485$122.2K<0.1%00.0%UnchangedHolders
Q2 202512,485$114.7K<0.1%00.0%UnchangedHolders
Q1 202512,485$119.6K<0.1%00.0%UnchangedHolders
Q4 202412,485$115.0K<0.1%+700+5.9%AddedHolders
Q3 202411,785$123.3K<0.1%+11,785NewHolders
Q2 20240$00.0%−11,800−100.0%Sold outHolders
Q1 202411,800$116.8K<0.1%−1,000−7.8%ReducedHolders
Q4 202312,800$125.6K<0.1%00.0%UnchangedHolders
Q3 202312,800$120.8K<0.1%+2,800+28.0%AddedHolders
Q2 202310,000$101.3K<0.1%+2,000+25.0%AddedHolders
Q1 20238,000$80.6K<0.1%−10,632−57.1%ReducedHolders
Q4 202218,632$212.6K<0.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 202212,677$139.0K<0.1%00.0%UnchangedHolders
Q4 202112,677$189.0K<0.1%+49+0.4%AddedHolders
Q3 202112,628$200.0K<0.1%−87−0.7%ReducedHolders
Q2 202112,715$207.0K<0.1%+54+0.4%AddedHolders
Q1 202112,661$227.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.