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Disclosery

WealthPlan Investment Management, LLC: DXYZ position timeline

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

WealthPlan Investment Management, LLC held 0 DXYZ shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -8,210 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 8,210 shares
    Change vs previous 13F +18 shares

    0.02% of the 13F portfolio, value $312,719.

    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).

  3. period ended2025-03-31
    13F 8,192 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $289,915.

    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).

  4. period ended2024-12-31
    13F 8,192 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $482,181.

    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).