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WealthPlan Investment Management, LLC: BOXX position timeline

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

WealthPlan Investment Management, LLC held 100,315 BOXX 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 100,315 shares
    Change vs previous 13F -9,365 shares

    0.58% of the 13F portfolio, value $11,745,883.

    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 109,680 shares
    Change vs previous 13F +69,819 shares

    0.71% of the 13F portfolio, value $12,754,688.

    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 39,861 shares
    Change vs previous 13F +210 shares

    0.29% of the 13F portfolio, value $4,588,001.

    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 39,651 shares
    Change vs previous 13F -5,414 shares

    0.3% of the 13F portfolio, value $4,514,663.

    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 45,065 shares
    Change vs previous 13F -549 shares

    0.37% of the 13F portfolio, value $5,077,924.

    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 45,614 shares
    Change vs previous 13F +8,763 shares

    0.5% of the 13F portfolio, value $5,085,505.

    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 36,851 shares
    Change vs previous 13F +1,041 shares

    0.4% of the 13F portfolio, value $4,063,928.

    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 35,810 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,900,783.

    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).