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WealthPlan Investment Management, LLC: COST position timeline

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

WealthPlan Investment Management, LLC held 12,072 COST 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 12,072 shares
    Change vs previous 13F -1,763 shares

    0.56% of the 13F portfolio, value $11,292,987.

    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 13,835 shares
    Change vs previous 13F -639 shares

    0.77% of the 13F portfolio, value $13,785,840.

    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 14,474 shares
    Change vs previous 13F -3,674 shares

    0.8% of the 13F portfolio, value $12,481,405.

    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 18,148 shares
    Change vs previous 13F -1,598 shares

    1.11% of the 13F portfolio, value $16,798,060.

    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 19,746 shares
    Change vs previous 13F +2,900 shares

    1.42% of the 13F portfolio, value $19,547,542.

    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 16,846 shares
    Change vs previous 13F -187 shares

    1.57% of the 13F portfolio, value $15,932,504.

    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 17,033 shares
    Change vs previous 13F -829 shares

    1.54% of the 13F portfolio, value $15,607,207.

    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 17,862 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $15,834,952.

    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).