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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

LSI holding history

Life Storage, 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.

LSI overviewAll 13F holders of LSIFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q2 2021
Holdings of LSI by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−1,837−100.0%Sold outHolders
Q2 20231,837$244.2K<0.1%00.0%UnchangedHolders
Q1 20231,837$240.8K<0.1%00.0%UnchangedHolders
Q4 20221,837$227.1K<0.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 20221,837$243.0K<0.1%00.0%UnchangedHolders
Q4 20211,837$248.0K<0.1%00.0%UnchangedHolders
Q3 20211,837$260.0K<0.1%00.0%UnchangedHolders
Q2 20211,837$219.0K<0.1%+1,837NewHolders