Skip to content

WealthPlan Investment Management, LLC: ANET position timeline

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

WealthPlan Investment Management, LLC held 27,091 ANET shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 27,091 shares
    Change vs previous 13F -465 shares

    0.27% of the 13F portfolio, value $5,515,457.

    13F-HR 0001929986-26-000008 filed by WealthPlan Investment Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,556 shares
    Change vs previous 13F +1,306 shares

    0.23% of the 13F portfolio, value $4,681,214.

    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).

  3. period ended2026-03-31
    13F 26,250 shares
    Change vs previous 13F -400 shares

    0.18% of the 13F portfolio, value $3,222,975.

    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).

  4. period ended2025-12-31
    13F 26,650 shares
    Change vs previous 13F +4,095 shares

    0.22% of the 13F portfolio, value $3,491,950.

    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).

  5. period ended2025-09-30
    13F 22,555 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,286,489.

    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).