WealthPLAN Partners, LLC FLBL — Franklin Liberty Senior Loan ETF

Ownership history in WealthPLAN Partners, LLC  ·  9 quarters on record

AI Ownership Summary

WealthPLAN Partners, LLC reported Franklin Liberty Senior Loan ETF (FLBL) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.79% in 2024 Q3. The latest visible filing shows FLBL at 0.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FLBL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WealthPLAN Partners, LLC's position in Franklin Liberty Senior Loan ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FLBL was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FLBL stock page WealthPLAN Partners, LLC fund profile WealthPLAN Partners, LLC full holdings
How WealthPLAN Partners, LLC held FLBL — position size vs. price
% of Fund (quarterly)    FLBL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 103,921 -28,213 -21.4% 0.46% $2.4M 2026-04-29 $23.16
2025 Q4 REDUCED 13.2% -0.8% ✅ 132,134 -20,023 -13.2% 0.46% $3.1M 2026-02-12 $22.82
2025 Q3 ADDED — — — 152,157 +1,490 +1.0% 0.55% $3.7M 2025-10-27 $22.94
2025 Q2 REDUCED 34.5% +0.9% ❌ 150,667 -79,414 -34.5% 0.59% $3.7M 2025-07-28 $22.99
2025 Q1 ADDED — — — 230,081 +3,867 +1.7% 0.78% $5.5M 2025-05-12 $22.50
2024 Q4 REDUCED 6.3% +0.2% ❌ 226,214 -15,285 -6.3% 0.78% $5.5M 2025-01-30 $22.38
2024 Q3 ADDED — — — 241,499 +220,191 +1033.4% 0.79% $5.9M 2024-11-05 $21.94
2024 Q2 ADDED — — — 21,308 +20,369 +2169.2% 0.06% $520K 2024-08-09 $21.42
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FLBL

As of 2026 Q1 — sorted by position size

Prentice Wealth Management LLC 3Y 3.03% Curran Financial Partners, LLC 3Y 3.02% DORVAL Corp 2.41% Independence Financial Advisors, LLC 1.9% Andina Capital Management, LLC 1.54% BLUE JEAN FINANCIAL LLC 1.15% Fortitude Family Office, LLC 0.62% Rooted Wealth Advisors, Inc. 3Y 0.45% Tenzing Financial LLC 0.44% ProCore Advisors, LLC 0.43%

FAQ About WealthPLAN Partners, LLC and FLBL

These are the practical questions this page is built to answer before you even open the full history table.

How long has WealthPLAN Partners, LLC reported owning FLBL?

WealthPLAN Partners, LLC reported FLBL across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported FLBL position in WealthPLAN Partners, LLC's portfolio?

The largest reported portfolio weight for FLBL was 0.79% in 2024 Q3.

What is the latest reported FLBL position on this page?

The most recent filing on this page is 2026 Q1, when WealthPLAN Partners, LLC reported 103,921 shares, equal to 0.46% of portfolio, with an estimated market value of $2.4M.

What does the chart on this FLBL ownership page compare?

The chart compares WealthPLAN Partners, LLC's quarterly FLBL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WealthPLAN Partners, LLC time their FLBL position?

Based on 13F filing dates vs. subsequent FLBL price moves, WealthPLAN Partners, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on FLBL relative to SPY over the holding period was -12.6%.

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