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WealthPlan Investment Management, LLC: ASTS position timeline

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

WealthPlan Investment Management, LLC held 49,219 ASTS 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 49,219 shares
    Change vs previous 13F -2,723 shares

    0.22% of the 13F portfolio, value $4,373,600.

    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 51,942 shares
    Change vs previous 13F -546 shares

    0.24% of the 13F portfolio, value $4,304,434.

    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 52,488 shares
    Change vs previous 13F -139 shares

    0.24% of the 13F portfolio, value $3,812,203.

    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 52,627 shares
    Change vs previous 13F +969 shares

    0.17% of the 13F portfolio, value $2,582,933.

    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 51,658 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,413,978.

    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).