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WealthPlan Investment Management, LLC: BRO position timeline

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

WealthPlan Investment Management, LLC held 22,810 BRO 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 22,810 shares
    Change vs previous 13F -4,341 shares

    0.07% of the 13F portfolio, value $1,463,266.

    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 27,151 shares
    Change vs previous 13F -19,449 shares

    0.1% of the 13F portfolio, value $1,770,544.

    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 46,600 shares
    Change vs previous 13F -52,539 shares

    0.24% of the 13F portfolio, value $3,714,032.

    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 99,139 shares
    Change vs previous 13F -1,769 shares

    0.62% of the 13F portfolio, value $9,298,244.

    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 100,908 shares
    Change vs previous 13F +7,917 shares

    0.81% of the 13F portfolio, value $11,187,658.

    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 92,991 shares
    Change vs previous 13F -5,536 shares

    1.14% of the 13F portfolio, value $11,568,109.

    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 98,527 shares
    Change vs previous 13F -10,797 shares

    0.99% of the 13F portfolio, value $10,051,715.

    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 109,324 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $11,325,955.

    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).