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WealthPlan Investment Management, LLC: DEM position timeline

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

WealthPlan Investment Management, LLC held 39,870 DEM 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 39,870 shares
    Change vs previous 13F +1,670 shares

    0.11% of the 13F portfolio, value $2,144,602.

    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 38,200 shares
    Change vs previous 13F +3,694 shares

    0.11% of the 13F portfolio, value $1,898,182.

    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 34,506 shares
    Change vs previous 13F +1,595 shares

    0.1% of the 13F portfolio, value $1,611,785.

    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 32,911 shares
    Change vs previous 13F -588 shares

    0.1% of the 13F portfolio, value $1,513,581.

    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 33,499 shares
    Change vs previous 13F -207 shares

    0.11% of the 13F portfolio, value $1,517,170.

    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 33,706 shares
    Change vs previous 13F -5,654 shares

    0.14% of the 13F portfolio, value $1,418,348.

    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 39,360 shares
    Change vs previous 13F -623 shares

    0.16% of the 13F portfolio, value $1,593,687.

    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 39,983 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,759,651.

    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).