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WealthPlan Investment Management, LLC: APD position timeline

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

WealthPlan Investment Management, LLC held 6,909 APD 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 6,909 shares
    Change vs previous 13F -1,552 shares

    0.1% of the 13F portfolio, value $2,025,529.

    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 8,461 shares
    Change vs previous 13F -5,068 shares

    0.14% of the 13F portfolio, value $2,457,919.

    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 13,529 shares
    Change vs previous 13F -17,938 shares

    0.21% of the 13F portfolio, value $3,342,025.

    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 31,467 shares
    Change vs previous 13F -882 shares

    0.57% of the 13F portfolio, value $8,581,732.

    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 32,349 shares
    Change vs previous 13F +3,627 shares

    0.66% of the 13F portfolio, value $9,124,222.

    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 28,722 shares
    Change vs previous 13F -675 shares

    0.83% of the 13F portfolio, value $8,470,676.

    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 29,397 shares
    Change vs previous 13F -720 shares

    0.84% of the 13F portfolio, value $8,526,181.

    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 30,117 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $8,966,937.

    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).