Skip to content
Disclosery

WealthPlan Investment Management, LLC: CRWV position timeline

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

WealthPlan Investment Management, LLC held 2,914 CRWV shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,914 shares
    Change vs previous 13F +264 shares

    0.01% of the 13F portfolio, value $253,867.

    13F-HR 0001929986-26-000008 filed by WealthPlan Investment Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,650 shares
    Change vs previous 13F -123 shares

    0.01% of the 13F portfolio, value $263,781.

    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).

  3. period ended2026-03-31
    13F 2,773 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $214,824.

    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).