WealthPlan Investment Management, LLC: DECT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPlan Investment Management, LLC on DECT, newest first. How the timeline and the estimate are built.
WealthPlan Investment Management, LLC held 35,940 DECT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 35,940 sharesChange vs previous 13F -987 shares
0.07% of the 13F portfolio, value $1,411,112.
13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 36,927 sharesChange vs previous 13F -5,526 shares
0.07% of the 13F portfolio, value $1,312,755.
13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 42,453 sharesChange vs previous 13F -283,207 shares
0.1% of the 13F portfolio, value $1,556,327.
13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 325,660 sharesChange vs previous 13F +288,034 shares
0.77% of the 13F portfolio, value $11,547,643.
13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 37,626 sharesChange vs previous 13F -219,726 shares
0.09% of the 13F portfolio, value $1,256,332.
13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 257,352 sharesChange vs previous 13F not available
0.79% of the 13F portfolio, value $7,979,199.
13F-HR 0002009530-25-000003 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).