Skip to main content

WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

GGG holding history

Graco Inc 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.

GGG overviewAll 13F holders of GGGFull Q2 2026 holdings

Shares (Q2 2026)
7,613
Value
$575.6K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of GGG by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,613$575.6K0.1%−17,171−69.3%ReducedHolders
Q1 202624,784$2.10M0.4%−10,017−28.8%ReducedHolders
Q4 202534,801$2.85M0.4%−4,884−12.3%ReducedHolders
Q3 202539,685$3.37M0.5%+544+1.4%AddedHolders
Q2 202539,141$3.36M0.5%−16,192−29.3%ReducedHolders
Q1 202555,333$4.62M0.7%−1,267−2.2%ReducedHolders
Q4 202456,600$4.77M0.7%−2,091−3.6%ReducedHolders
Q3 202458,691$5.14M0.7%−8,744−13.0%ReducedHolders
Q2 202467,435$5.35M0.6%−4,258−5.9%ReducedHolders
Q1 202471,693$6.70M0.7%−28,317−28.3%ReducedHolders
Q4 2023100,010$8.68M0.9%+803+0.8%AddedHolders
Q3 202399,207$7.23M0.8%+49,431+99.3%AddedHolders
Q2 202349,776$4.30M0.6%−67,220−57.5%ReducedHolders
Q1 2023116,996$8.54M1.0%−127,423−52.1%ReducedHolders
Q4 2022244,419$17.6M1.2%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 2022216,962$13.5M0.9%+41,902+23.9%AddedHolders
Q4 2021175,060$12.7M0.8%+9,747+5.9%AddedHolders
Q3 2021165,313$12.8M0.9%+16,139+10.8%AddedHolders
Q2 2021149,174$11.6M0.8%+21,909+17.2%AddedHolders
Q1 2021127,265$9.88M0.8%––Holders

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