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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

AWP holding history

abrdn Global Premier Properties Fund 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.

AWP overviewAll 13F holders of AWPFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2021
Holdings of AWP by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−3,038−100.0%Sold outHolders
Q2 20233,038$11.9K<0.1%00.0%UnchangedHolders
Q1 20233,038$12.5K<0.1%+3,038NewHolders
Q2 20210$00.0%−12,503−100.0%Sold outHolders
Q1 202112,503$79.0K<0.1%––Holders

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