WealthPLAN Partners, LLC
- SEC CIK
- 0001639943
- Latest filing
- Jul 28, 2026
PII holding history
Polaris 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.
PII overviewAll 13F holders of PIIFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −106−100.0% | Sold out | Holders |
| Q2 2023 | 106 | $12.8K | <0.1% | −101−48.8% | Reduced | Holders |
| Q1 2023 | 207 | $22.9K | <0.1% | −4,779−95.8% | Reduced | Holders |
| Q4 2022 | 4,986 | $586.1K | <0.1% | – | No prior filing | Holders |
| Q2 2022 | – | – | – | – | Not filed | Holders |
| Q1 2022 | 142,910 | $13.6M | 0.9% | +50,505+54.7% | Added | Holders |
| Q4 2021 | 92,405 | $10.4M | 0.7% | +17,448+23.3% | Added | Holders |
| Q3 2021 | 74,957 | $8.34M | 0.6% | +74,957 | New | Holders |