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WealthPlan Investment Management, LLC: CMF position timeline

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

WealthPlan Investment Management, LLC held 22,362 CMF 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 22,362 shares
    Change vs previous 13F -687 shares

    0.06% of the 13F portfolio, value $1,288,971.

    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 23,049 shares
    Change vs previous 13F -1,570 shares

    0.07% of the 13F portfolio, value $1,310,589.

    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 24,619 shares
    Change vs previous 13F -990 shares

    0.09% of the 13F portfolio, value $1,414,608.

    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 25,609 shares
    Change vs previous 13F -6,565 shares

    0.1% of the 13F portfolio, value $1,460,737.

    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 32,174 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,793,379.

    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).