WealthPLAN Partners, LLC
- SEC CIK
- 0001639943
- Latest filing
- Jul 28, 2026
GDV holding history
Gabelli Dividend & Income Trust 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.
GDV overviewAll 13F holders of GDVFull Q2 2026 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −141,496−100.0% | Sold out | Holders |
| Q1 2024 | 141,496 | $3.25M | 0.3% | +1,690+1.2% | Added | Holders |
| Q4 2023 | 139,806 | $3.03M | 0.3% | +22,118+18.8% | Added | Holders |
| Q3 2023 | 117,688 | $2.29M | 0.3% | +11,182+10.5% | Added | Holders |
| Q2 2023 | 106,506 | $2.25M | 0.3% | +30,487+40.1% | Added | Holders |
| Q1 2023 | 76,019 | $1.58M | 0.2% | +18,800+32.9% | Added | Holders |
| Q4 2022 | 57,219 | $1.27M | 0.1% | – | No prior filing | Holders |