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WealthPlan Investment Management, LLC: BX position timeline

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

WealthPlan Investment Management, LLC held 17,762 BX 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 17,762 shares
    Change vs previous 13F -8,608 shares

    0.1% of the 13F portfolio, value $2,090,006.

    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 26,370 shares
    Change vs previous 13F +1,229 shares

    0.17% of the 13F portfolio, value $3,032,252.

    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 25,141 shares
    Change vs previous 13F -9,136 shares

    0.25% of the 13F portfolio, value $3,875,310.

    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 34,277 shares
    Change vs previous 13F -1,428 shares

    0.39% of the 13F portfolio, value $5,856,277.

    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 35,705 shares
    Change vs previous 13F +7,084 shares

    0.39% of the 13F portfolio, value $5,340,755.

    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 28,621 shares
    Change vs previous 13F +5,998 shares

    0.39% of the 13F portfolio, value $4,000,639.

    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 22,623 shares
    Change vs previous 13F -3,590 shares

    0.39% of the 13F portfolio, value $3,900,614.

    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 26,213 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,014,018.

    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).