Position in DOV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$523,245
-$1,085,780 QoQ
Shares Held
2,333
-69.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#638
of 1,161 holders
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WealthPLAN Partners, LLC holds $3,425,905 across 6 Specialty Industrial Machinery names. DOV ranks #4 (15.3% of the industry book) .
All Filings in DOV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,245 | 2,333 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,609,025 | 7,719 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,147,054 | 10,997 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,066,356 | 12,386 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,193,629 | 11,972 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,906,801 | 16,546 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,055,441 | 16,287 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,074,742 | 16,036 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,645,036 | 14,658 | Shares | Sole | 2024-08-09 | |
| 2023-06-30 | $9,892 | 67 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $10,179 | 67 | Shares | Other | 2023-05-10 | |
| 2020-06-30 | $178,249 | 1,846 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||