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Livermore
Livermore
ZHEN

WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

MA holding history

Mastercard 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.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
1,779
Value
$913.6K
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of MA by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,779$913.6K0.2%−1,772−49.9%ReducedHolders
Q1 20263,551$1.77M0.3%−1,434−28.8%ReducedHolders
Q4 20254,985$2.85M0.4%−74−1.5%ReducedHolders
Q3 20255,059$2.88M0.4%+111+2.2%AddedHolders
Q2 20254,948$2.78M0.4%−2,268−31.4%ReducedHolders
Q1 20257,216$3.96M0.6%−245−3.3%ReducedHolders
Q4 20247,461$3.93M0.6%−1,202−13.9%ReducedHolders
Q3 20248,663$4.28M0.6%−3,234−27.2%ReducedHolders
Q2 202411,897$5.25M0.6%+601+5.3%AddedHolders
Q1 202411,296$5.44M0.6%+216+1.9%AddedHolders
Q4 202311,080$4.73M0.5%+172+1.6%AddedHolders
Q3 202310,908$4.32M0.5%+4,906+81.7%AddedHolders
Q2 20236,002$2.36M0.3%−5,281−46.8%ReducedHolders
Q1 202311,283$4.10M0.5%−13,731−54.9%ReducedHolders
Q4 202225,014$9.25M0.6%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 202228,393$10.3M0.7%+6,974+32.6%AddedHolders
Q4 202121,419$8.28M0.5%+1,270+6.3%AddedHolders
Q3 202120,149$6.84M0.5%−3,495−14.8%ReducedHolders
Q2 202123,644$8.61M0.6%+1,360+6.1%AddedHolders
Q1 202122,284$8.38M0.7%––Holders

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