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WealthPlan Investment Management, LLC: EMR position timeline

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

WealthPlan Investment Management, LLC held 29,179 EMR 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 29,179 shares
    Change vs previous 13F -8,325 shares

    0.21% of the 13F portfolio, value $4,177,034.

    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 37,504 shares
    Change vs previous 13F -17,198 shares

    0.27% of the 13F portfolio, value $4,913,770.

    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 54,702 shares
    Change vs previous 13F -36,884 shares

    0.46% of the 13F portfolio, value $7,260,082.

    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 91,586 shares
    Change vs previous 13F -4,857 shares

    0.8% of the 13F portfolio, value $12,014,239.

    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 96,443 shares
    Change vs previous 13F +25,973 shares

    0.94% of the 13F portfolio, value $12,858,784.

    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 70,470 shares
    Change vs previous 13F -1,485 shares

    0.76% of the 13F portfolio, value $7,726,297.

    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 71,955 shares
    Change vs previous 13F +1,311 shares

    0.88% of the 13F portfolio, value $8,917,400.

    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 70,644 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $7,726,311.

    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).