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WealthPlan Investment Management, LLC: DOV position timeline

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

WealthPlan Investment Management, LLC held 9,833 DOV 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 9,833 shares
    Change vs previous 13F -2,237 shares

    0.11% of the 13F portfolio, value $2,205,438.

    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 12,070 shares
    Change vs previous 13F -8,125 shares

    0.14% of the 13F portfolio, value $2,515,956.

    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 20,195 shares
    Change vs previous 13F -17,921 shares

    0.25% of the 13F portfolio, value $3,942,870.

    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 38,116 shares
    Change vs previous 13F -1,352 shares

    0.42% of the 13F portfolio, value $6,358,936.

    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 39,468 shares
    Change vs previous 13F +4,728 shares

    0.53% of the 13F portfolio, value $7,231,791.

    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 34,740 shares
    Change vs previous 13F -899 shares

    0.6% of the 13F portfolio, value $6,103,168.

    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 35,639 shares
    Change vs previous 13F -193 shares

    0.66% of the 13F portfolio, value $6,685,851.

    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 35,832 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $6,870,390.

    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).