Number of Shares
200,289
Previous 178,909 11.95%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

BUY
N/A
21,380 Added 11.95%
200,289 $0
Q2 2025

Jul 28, 2025

BUY
N/A
38,350 Added 27.28%
178,909 $0
Q1 2025

Apr 21, 2025

BUY
N/A
68,090 Added 93.96%
140,559 $0
Q4 2024

Jan 24, 2025

BUY
N/A
13,009 Added 21.88%
72,469 $0
Q3 2024

Nov 04, 2024

BUY
N/A
8,531 Added 16.75%
59,460 $0
Q2 2024

Jul 19, 2024

BUY
N/A
29,079 Added 133.08%
50,929 $0
Q1 2024

Apr 29, 2024

BUY
N/A
21,850 New
21,850 $0
Track This Portfolio

Track Wealthspan Partners, LLC Portfolio

Follow Wealthspan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.