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WealthPlan Investment Management, LLC: FLBL position timeline

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

WealthPlan Investment Management, LLC held 148,764 FLBL 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 148,764 shares
    Change vs previous 13F -32,834 shares

    0.17% of the 13F portfolio, value $3,409,672.

    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 181,598 shares
    Change vs previous 13F -294,780 shares

    0.23% of the 13F portfolio, value $4,176,765.

    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 476,378 shares
    Change vs previous 13F -273,894 shares

    0.71% of the 13F portfolio, value $11,156,764.

    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 750,272 shares
    Change vs previous 13F +14,625 shares

    1.2% of the 13F portfolio, value $18,021,543.

    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 735,647 shares
    Change vs previous 13F +144,939 shares

    1.3% of the 13F portfolio, value $17,824,717.

    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 590,708 shares
    Change vs previous 13F +13,176 shares

    1.4% of the 13F portfolio, value $14,218,351.

    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 577,532 shares
    Change vs previous 13F +5,133 shares

    1.38% of the 13F portfolio, value $14,013,812.

    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 572,399 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $13,892,124.

    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).