WealthPLAN Partners, LLC

SEC CIK: 0001639943
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

STXS holding history

Stereotaxis, 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.

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

Shares (Q2 2026): 13,665
Value: $23.5K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of STXS by WealthPLAN Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,665	$23.5K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	13,665	$25.1K	<0.1%	+1,000+7.9%	Added	Holders
Q4 2025	12,665	$29.1K	<0.1%	+12,665	New	Holders