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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

OKE holding history

ONEOK 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.

OKE overviewAll 13F holders of OKEFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of OKE by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−303−100.0%Sold outHolders
Q2 2023303$18.7K<0.1%−150−33.1%ReducedHolders
Q1 2023453$28.8K<0.1%+453NewHolders
Q2 2022––––Not filedHolders
Q1 20223,919$248.0K<0.1%−385−8.9%ReducedHolders
Q4 20214,304$261.0K<0.1%−7−0.2%ReducedHolders
Q3 20214,311$270.0K<0.1%−167−3.7%ReducedHolders
Q2 20214,478$237.0K<0.1%+341+8.2%AddedHolders
Q1 20214,137$218.0K<0.1%––Holders

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