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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

PIPR holding history

Piper Sandler Companies 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.

PIPR overviewAll 13F holders of PIPRFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2023
Holdings of PIPR by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−212−100.0%Sold outHolders
Q2 2023212$27.4K<0.1%00.0%UnchangedHolders
Q1 2023212$29.4K<0.1%+212NewHolders