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WealthPlan Investment Management, LLC: CFR position timeline

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

WealthPlan Investment Management, LLC held 21,502 CFR 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 21,502 shares
    Change vs previous 13F -3,962 shares

    0.17% of the 13F portfolio, value $3,322,469.

    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 25,464 shares
    Change vs previous 13F -14,678 shares

    0.19% of the 13F portfolio, value $3,490,589.

    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 40,142 shares
    Change vs previous 13F -21,847 shares

    0.32% of the 13F portfolio, value $5,083,167.

    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 61,989 shares
    Change vs previous 13F -1,082 shares

    0.52% of the 13F portfolio, value $7,858,316.

    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 63,071 shares
    Change vs previous 13F +7,911 shares

    0.59% of the 13F portfolio, value $8,107,104.

    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 55,160 shares
    Change vs previous 13F -1,329 shares

    0.68% of the 13F portfolio, value $6,906,006.

    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 56,489 shares
    Change vs previous 13F +1,762 shares

    0.75% of the 13F portfolio, value $7,583,613.

    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 54,727 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $6,121,743.

    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).