WealthPLAN Partners, LLC

Position in CSM — ProShares Large Cap Core Plus

CIK 1639943 OMAHA, NE

All Filings in CSM

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 CSM	$459,095	6,136	+0.0%	Shares	Sole	2026-04-29
2025-12-31 CSM	$488,757	6,134	+0.0%	Shares	Sole	2026-02-12
2025-09-30 CSM	$469,527	6,132	+0.0%	Shares	Sole	2025-10-27
2025-06-30 CSM	$431,910	6,129	+0.0%	Shares	Sole	2025-07-28
2025-03-31 CSM	$390,476	6,128	0.0%	Shares	Sole	2025-05-12
2024-12-31 CSM	$405,305	6,128	-15.4%	Shares	Sole	2025-01-30
2024-09-30 CSM	$473,278	7,240	+0.0%	Shares	Sole	2024-11-05
2024-06-30 CSM	$449,035	7,239	-7.7%	Shares	Sole	2024-08-09
2024-03-31 CSM	$476,140	7,839	-0.0%	Shares	Sole	2024-05-07
2023-12-31 CSM	$429,451	7,841	-23.7%	Shares	Sole	2024-01-05
2023-09-30 CSM	$501,815	10,281	-4.4%	Shares	Sole	2023-11-02
2023-06-30 CSM	$548,720	10,755	-1.1%	Shares	Sole	2023-07-31
2023-03-31 CSM	$518,220	10,871	+4.9%	Shares	Other	2023-05-10
2022-12-31 CSM	$465,312	10,361	-10.4%	Shares	Sole	2023-02-16
2022-03-31 CSM	$622,589	11,568	+32.0%	Shares	Sole	2022-05-03
2021-12-31 CSM	$487,979	8,764	+100.0%	Shares	Sole	2022-02-01
2021-09-30 CSM	$219,472	4,382	-21.3%	Shares	Sole	2021-12-09
2021-06-30 CSM	$276,473	5,569	+0.7%	Shares	Sole	2021-08-19
2021-03-31 CSM	$252,480	5,532	+7.9%	Shares	Sole	2021-05-11
2020-12-31 CSM	$216,265	5,126	+0.8%	Shares	Sole	2021-02-09
2020-09-30 CSM	$193,916	5,085	0.0%	Shares	Sole	2020-12-18
2020-06-30 CSM	$180,441	5,085	0.0%	Shares	Sole	2020-08-19
2020-03-31 CSM	$150,516	5,085	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.