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WealthPlan Investment Management, LLC: AGOX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPlan Investment Management, LLC on AGOX, newest first. How the timeline and the estimate are built.

WealthPlan Investment Management, LLC held 143,079 AGOX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,079 shares
    Change vs previous 13F -41,390 shares

    0.25% of the 13F portfolio, value $4,959,108.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 184,469 shares
    Change vs previous 13F -161,287 shares

    0.27% of the 13F portfolio, value $4,910,575.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 345,756 shares
    Change vs previous 13F -64,503 shares

    0.63% of the 13F portfolio, value $9,874,781.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 410,259 shares
    Change vs previous 13F +26,315 shares

    0.84% of the 13F portfolio, value $12,593,433.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 383,944 shares
    Change vs previous 13F +136,129 shares

    0.83% of the 13F portfolio, value $11,357,337.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 247,815 shares
    Change vs previous 13F +13,171 shares

    0.6% of the 13F portfolio, value $6,062,933.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 234,644 shares
    Change vs previous 13F +14,957 shares

    0.63% of the 13F portfolio, value $6,372,418.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 219,687 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $6,338,508.

    13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).