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WealthPlan Investment Management, LLC: EPS position timeline

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

WealthPlan Investment Management, LLC held 516,386 EPS 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 516,386 shares
    Change vs previous 13F +57,249 shares

    2% of the 13F portfolio, value $40,169,674.

    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 459,137 shares
    Change vs previous 13F +225,844 shares

    1.74% of the 13F portfolio, value $31,271,788.

    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 233,293 shares
    Change vs previous 13F +83,313 shares

    1.05% of the 13F portfolio, value $16,531,170.

    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 149,980 shares
    Change vs previous 13F +121,443 shares

    0.69% of the 13F portfolio, value $10,339,651.

    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 28,537 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,826,653.

    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).