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Livermore
Livermore
ZHEN

WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
9,221
Value
$556.9K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of USB by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,221$556.9K0.1%−161−1.7%ReducedHolders
Q1 20269,382$488.0K0.1%−1,081−10.3%ReducedHolders
Q4 202510,463$558.3K0.1%−2,313−18.1%ReducedHolders
Q3 202512,776$617.5K0.1%+254+2.0%AddedHolders
Q2 202512,522$566.6K0.1%+50.0%AddedHolders
Q1 202512,517$528.5K0.1%+227+1.8%AddedHolders
Q4 202412,290$587.8K0.1%+14+0.1%AddedHolders
Q3 202412,276$561.4K0.1%+463+3.9%AddedHolders
Q2 202411,813$469.0K0.1%+35+0.3%AddedHolders
Q1 202411,778$526.4K0.1%−8,235−41.1%ReducedHolders
Q4 202320,013$866.2K0.1%+6,491+48.0%AddedHolders
Q3 202313,522$447.0K0.1%+30.0%AddedHolders
Q2 202313,519$446.7K0.1%+9+0.1%AddedHolders
Q1 202313,510$487.0K0.1%−2,948−17.9%ReducedHolders
Q4 202216,458$808.6K0.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 202216,321$792.0K0.1%+321+2.0%AddedHolders
Q4 202116,000$932.0K0.1%+150+0.9%AddedHolders
Q3 202115,850$915.0K0.1%−50−0.3%ReducedHolders
Q2 202115,900$934.0K0.1%+1,163+7.9%AddedHolders
Q1 202114,737$893.0K0.1%––Holders

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