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WealthPlan Investment Management, LLC: ALB position timeline

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

WealthPlan Investment Management, LLC held 17,117 ALB 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 17,117 shares
    Change vs previous 13F -3,857 shares

    0.11% of the 13F portfolio, value $2,311,306.

    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 20,974 shares
    Change vs previous 13F -12,067 shares

    0.21% of the 13F portfolio, value $3,765,425.

    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 33,041 shares
    Change vs previous 13F -34,458 shares

    0.3% of the 13F portfolio, value $4,673,291.

    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 67,499 shares
    Change vs previous 13F -1,066 shares

    0.36% of the 13F portfolio, value $5,472,804.

    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 68,565 shares
    Change vs previous 13F +18,239 shares

    0.31% of the 13F portfolio, value $4,296,997.

    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 50,326 shares
    Change vs previous 13F +4,872 shares

    0.36% of the 13F portfolio, value $3,624,451.

    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 45,454 shares
    Change vs previous 13F -6,127 shares

    0.39% of the 13F portfolio, value $3,912,722.

    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 51,581 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,885,226.

    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).