WealthPLAN Partners, LLC

SEC CIK: 0001639943
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

WBS holding history

Webster Financial 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.

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

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of WBS by WealthPLAN Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−3,168−100.0%	Sold out	Holders
Q2 2023	3,168	$119.6K	<0.1%	00.0%	Unchanged	Holders
Q1 2023	3,168	$124.9K	<0.1%	+3,168	New	Holders