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WealthPlan Investment Management, LLC: FBTC position timeline

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

WealthPlan Investment Management, LLC held 29,141 FBTC 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 29,141 shares
    Change vs previous 13F -82 shares

    0.07% of the 13F portfolio, value $1,487,648.

    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 29,223 shares
    Change vs previous 13F +1,844 shares

    0.1% of the 13F portfolio, value $1,725,034.

    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 27,379 shares
    Change vs previous 13F +7,558 shares

    0.13% of the 13F portfolio, value $2,087,101.

    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 19,821 shares
    Change vs previous 13F +5,229 shares

    0.13% of the 13F portfolio, value $1,978,334.

    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 14,592 shares
    Change vs previous 13F +2,044 shares

    0.1% of the 13F portfolio, value $1,371,502.

    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 12,548 shares
    Change vs previous 13F +3,819 shares

    0.09% of the 13F portfolio, value $903,080.

    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 8,729 shares
    Change vs previous 13F +3,197 shares

    0.07% of the 13F portfolio, value $712,112.

    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 5,532 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $307,192.

    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).