WealthPLAN Partners, LLC
- SEC CIK
- 0001639943
- Latest filing
- Jul 28, 2026
SQFTW holding history
Presidio Property Trust, 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.
SQFTW overviewAll 13F holders of SQFTWFull Q2 2026 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −22,367−100.0% | Sold out | Holders |
| Q2 2024 | 22,367 | $872 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 22,367 | $1.54K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 22,367 | $1.34K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 22,367 | $760 | <0.1% | −280−1.2% | Reduced | Holders |
| Q2 2023 | 22,647 | $992 | <0.1% | −10,335−31.3% | Reduced | Holders |
| Q1 2023 | 32,982 | $1.37K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 32,982 | $2.15K | <0.1% | – | No prior filing | Holders |
| Q2 2022 | – | – | – | – | Not filed | Holders |
| Q1 2022 | 63,582 | $12.0K | <0.1% | +63,582 | New | Holders |