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WealthPlan Investment Management, LLC: DELL position timeline

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

WealthPlan Investment Management, LLC held 11,481 DELL 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 11,481 shares
    Change vs previous 13F -416 shares

    0.25% of the 13F portfolio, value $4,953,796.

    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 11,897 shares
    Change vs previous 13F +1,447 shares

    0.11% of the 13F portfolio, value $1,952,588.

    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 10,450 shares
    Change vs previous 13F +690 shares

    0.08% of the 13F portfolio, value $1,315,425.

    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 9,760 shares
    Change vs previous 13F -941 shares

    0.09% of the 13F portfolio, value $1,383,717.

    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 10,701 shares
    Change vs previous 13F +2,256 shares

    0.1% of the 13F portfolio, value $1,311,925.

    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 8,445 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $769,801.

    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).