Skip to content
Disclosery

WealthPlan Investment Management, LLC: DTH position timeline

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

WealthPlan Investment Management, LLC held 37,527 DTH 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 37,527 shares
    Change vs previous 13F -1,122 shares

    0.1% of the 13F portfolio, value $2,030,586.

    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 38,649 shares
    Change vs previous 13F -723 shares

    0.12% of the 13F portfolio, value $2,090,524.

    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 39,372 shares
    Change vs previous 13F -1,471 shares

    0.13% of the 13F portfolio, value $2,031,776.

    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 40,843 shares
    Change vs previous 13F -1,719 shares

    0.13% of the 13F portfolio, value $2,007,507.

    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 42,562 shares
    Change vs previous 13F -1,663 shares

    0.14% of the 13F portfolio, value $1,972,055.

    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 44,225 shares
    Change vs previous 13F -7,680 shares

    0.18% of the 13F portfolio, value $1,877,834.

    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 51,905 shares
    Change vs previous 13F -753 shares

    0.19% of the 13F portfolio, value $1,960,971.

    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 52,658 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,182,137.

    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).