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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

SYY holding history

Sysco Corp 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.

SYY overviewAll 13F holders of SYYFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of SYY by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−3,381−100.0%Sold outHolders
Q3 20233,381$223.3K<0.1%−39,924−92.2%ReducedHolders
Q2 202343,305$3.21M0.5%−53,491−55.3%ReducedHolders
Q1 202396,796$7.48M0.9%−112,653−53.8%ReducedHolders
Q4 2022209,449$16.3M1.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 2022174,211$14.9M1.0%+16,061+10.2%AddedHolders
Q4 2021158,150$12.4M0.8%+10,046+6.8%AddedHolders
Q3 2021148,104$10.8M0.7%+7,650+5.4%AddedHolders
Q2 2021140,454$11.0M0.8%+15,470+12.4%AddedHolders
Q1 2021124,984$10.4M0.8%––Holders

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