WealthPLAN Partners, LLC

SEC CIK: 0001639943
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

RTL holding history

Necessity Retail REIT, 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.

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

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2022

Holdings of RTL by WealthPLAN Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−11,500−100.0%	Sold out	Holders
Q1 2023	11,500	$72.2K	<0.1%	−961−7.7%	Reduced	Holders
Q4 2022	12,461	$82.5K	<0.1%	–	No prior filing	Holders