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WealthPlan Investment Management, LLC: BFLB position timeline

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

WealthPlan Investment Management, LLC held 944,860 BFLB 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 944,860 shares
    Change vs previous 13F -101,241 shares

    2.56% of the 13F portfolio, value $51,447,627.

    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 1,046,101 shares
    Change vs previous 13F +13,752 shares

    2.9% of the 13F portfolio, value $52,080,243.

    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 1,032,349 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $52,681,389.

    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).