Skip to content
Disclosery

WealthPlan Investment Management, LLC: BUFR position timeline

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

WealthPlan Investment Management, LLC held 310,495 BUFR 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 310,495 shares
    Change vs previous 13F -67,795 shares

    0.56% of the 13F portfolio, value $11,342,382.

    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 378,290 shares
    Change vs previous 13F -179,153 shares

    0.71% of the 13F portfolio, value $12,774,853.

    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 557,443 shares
    Change vs previous 13F -91,600 shares

    1.22% of the 13F portfolio, value $19,097,997.

    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 649,043 shares
    Change vs previous 13F -1,486 shares

    1.44% of the 13F portfolio, value $21,691,017.

    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 650,529 shares
    Change vs previous 13F +222,141 shares

    1.51% of the 13F portfolio, value $20,686,814.

    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 428,388 shares
    Change vs previous 13F +5,023 shares

    1.25% of the 13F portfolio, value $12,718,840.

    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 423,365 shares
    Change vs previous 13F +46,510 shares

    1.27% of the 13F portfolio, value $12,899,932.

    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 376,855 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $11,264,196.

    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).