WealthPLAN Partners, LLC STLA — STELLANTIS N.V

Ownership history in WealthPLAN Partners, LLC  ·  1 quarter on record

AI Ownership Summary

WealthPLAN Partners, LLC reported STELLANTIS N.V (STLA) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q3. The latest visible filing shows STLA at 0.01% 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.

What this STLA 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 STELLANTIS N.V, 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 Q3

STLA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 to 2026 Q3

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.

How WealthPLAN Partners, LLC held STLA — position size vs. price
% of Fund (quarterly)    STLA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 16,184 — — 0.01% $71K 2026-10-15 $4.35

FAQ About WealthPLAN Partners, LLC and STLA

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 STLA?

WealthPLAN Partners, LLC reported STLA across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

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

The largest reported portfolio weight for STLA was 0.01% in 2026 Q3.

What is the latest reported STLA position on this page?

The most recent filing on this page is 2026 Q3, when WealthPLAN Partners, LLC reported 16,184 shares, equal to 0.01% of portfolio, with an estimated market value of $71K.

What does the chart on this STLA ownership page compare?

The chart compares WealthPLAN Partners, LLC's quarterly STLA 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.

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