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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

STON holding history

Stonemor 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.

STON overviewAll 13F holders of STONFull Q2 2026 holdings

Shares (Q1 2022)
15,732
Value
$37.0K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2021
Holdings of STON by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2022––––Not filedHolders
Q1 202215,732$37.0K<0.1%−69,206−81.5%ReducedHolders
Q4 202184,938$212.0K<0.1%−556−0.7%ReducedHolders
Q3 202185,494$213.0K<0.1%−646−0.7%ReducedHolders
Q2 202186,140$233.0K<0.1%00.0%UnchangedHolders
Q1 202186,140$193.0K<0.1%––Holders

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