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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

CCIF holding history

Carlyle Credit Income 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.

CCIF overviewAll 13F holders of CCIFFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of CCIF by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−13,398−100.0%Sold outHolders
Q2 202313,398$133.2K<0.1%00.0%UnchangedHolders
Q1 202313,398$131.4K<0.1%00.0%UnchangedHolders
Q4 202213,398$134.5K<0.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 202213,398$127.0K<0.1%−2,863−17.6%ReducedHolders
Q4 202116,261$166.0K<0.1%00.0%UnchangedHolders
Q3 202116,261$169.0K<0.1%00.0%UnchangedHolders
Q2 202116,261$175.0K<0.1%00.0%UnchangedHolders
Q1 202116,261$169.0K<0.1%––Holders

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