WealthPLAN Partners, LLC

SEC CIK: 0001639943
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

VLY holding history

Valley National Bancorp 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.

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

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2022

Holdings of VLY by WealthPLAN Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−22,964−100.0%	Sold out	Holders
Q4 2022	22,964	$283.4K	<0.1%	–	No prior filing	Holders
Q2 2022	–	–	–	–	Not filed	Holders
Q1 2022	22,964	$275.0K	<0.1%	+22,964	New	Holders