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WealthPlan Investment Management, LLC: CLOI position timeline

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

WealthPlan Investment Management, LLC held 183,109 CLOI 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 183,109 shares
    Change vs previous 13F -17,710 shares

    0.48% of the 13F portfolio, value $9,695,624.

    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 200,819 shares
    Change vs previous 13F -81,368 shares

    0.59% of the 13F portfolio, value $10,583,166.

    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 282,187 shares
    Change vs previous 13F -41,589 shares

    0.95% of the 13F portfolio, value $14,902,275.

    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 323,776 shares
    Change vs previous 13F +11,305 shares

    1.14% of the 13F portfolio, value $17,192,511.

    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 312,471 shares
    Change vs previous 13F +54,179 shares

    1.2% of the 13F portfolio, value $16,545,342.

    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 258,292 shares
    Change vs previous 13F -1,201 shares

    1.34% of the 13F portfolio, value $13,648,168.

    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 259,493 shares
    Change vs previous 13F -3,526 shares

    1.35% of the 13F portfolio, value $13,693,443.

    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 263,019 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $13,950,524.

    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).