Ownership history in WealthPLAN Partners, LLC · 27 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in Edwards Lifesciences Corp (EW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 7,010 | +6,762 | +2726.6% | 0.08% | $545K | $77.77 |
| 2023 Q2 | REDUCED | 248 | -17 | -6.4% | 0.00% | $23K | $94.33 |
| 2023 Q1 | REDUCED | 265 | -6,938 | -96.3% | 0.00% | $22K | $82.73 |
| 2022 Q4 | REDUCED | 7,203 | -234 | -3.1% | 0.04% | $552K | $74.61 |
| 2022 Q1 | UNCHANGED | 7,437 | — | 0% | 0.05% | $787K | $117.72 |
| 2021 Q4 | UNCHANGED | 7,437 | — | 0% | 0.05% | $812K | $129.55 |
| 2021 Q3 | ADDED | 7,437 | +17 | +0.2% | 0.06% | $859K | $113.21 |
| 2021 Q2 | ADDED | 7,420 | +21 | +0.3% | 0.06% | $825K | $103.57 |
| 2021 Q1 | ADDED | 7,399 | +232 | +3.2% | 0.05% | $690K | $83.64 |
| 2020 Q3 | REDUCED | 7,167 | -207 | -2.8% | 0.06% | $576K | $79.82 |
As of 2025 Q4 — sorted by position size