Skip to content
Disclosery

WealthPlan Investment Management, LLC: DFEB position timeline

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

WealthPlan Investment Management, LLC held 9,257 DFEB 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 9,257 shares
    Change vs previous 13F -1,245 shares

    0.02% of the 13F portfolio, value $467,383.

    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 10,502 shares
    Change vs previous 13F -128 shares

    0.03% of the 13F portfolio, value $497,456.

    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 10,630 shares
    Change vs previous 13F -198 shares

    0.03% of the 13F portfolio, value $507,257.

    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 10,828 shares
    Change vs previous 13F -285 shares

    0.03% of the 13F portfolio, value $503,874.

    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 11,113 shares
    Change vs previous 13F -329 shares

    0.04% of the 13F portfolio, value $496,134.

    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 11,442 shares
    Change vs previous 13F -788 shares

    0.05% of the 13F portfolio, value $482,280.

    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 12,230 shares
    Change vs previous 13F +4,297 shares

    0.05% of the 13F portfolio, value $522,099.

    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 7,933 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $331,123.

    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).