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WealthPlan Investment Management, LLC: AOS position timeline

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

WealthPlan Investment Management, LLC held 9,442 AOS 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 9,442 shares
    Change vs previous 13F -4,172 shares

    0.03% of the 13F portfolio, value $592,174.

    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 13,614 shares
    Change vs previous 13F -7,962 shares

    0.05% of the 13F portfolio, value $897,709.

    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 21,576 shares
    Change vs previous 13F -22,698 shares

    0.09% of the 13F portfolio, value $1,443,029.

    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 44,274 shares
    Change vs previous 13F -644 shares

    0.22% of the 13F portfolio, value $3,250,137.

    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 44,918 shares
    Change vs previous 13F +7,942 shares

    0.21% of the 13F portfolio, value $2,945,264.

    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 36,976 shares
    Change vs previous 13F +7,581 shares

    0.24% of the 13F portfolio, value $2,416,746.

    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 29,395 shares
    Change vs previous 13F -6,811 shares

    0.2% of the 13F portfolio, value $2,005,027.

    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 36,206 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,252,348.

    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).