WealthPLAN Partners, LLC

SEC CIK: 0001639943
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

PBCT holding history

People's United Financial, 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.

PBCT overview All 13F holders of PBCT Full Q2 2026 holdings

Shares (Q2 2021): 0; Sold out in Q2 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q1 2021

Holdings of PBCT by WealthPLAN Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2021	0	$0	0.0%	−11,129−100.0%	Sold out	Holders
Q1 2021	11,129	$206.0K	<0.1%	–	–	Holders

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