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WealthPlan Investment Management, LLC: FLTR position timeline

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

WealthPlan Investment Management, LLC held 88,177 FLTR 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 88,177 shares
    Change vs previous 13F -26,307 shares

    0.11% of the 13F portfolio, value $2,258,212.

    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 114,484 shares
    Change vs previous 13F -217,144 shares

    0.16% of the 13F portfolio, value $2,917,062.

    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 331,628 shares
    Change vs previous 13F -88,289 shares

    0.54% of the 13F portfolio, value $8,449,877.

    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 419,917 shares
    Change vs previous 13F +15,207 shares

    0.71% of the 13F portfolio, value $10,737,281.

    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 404,710 shares
    Change vs previous 13F +59,394 shares

    0.75% of the 13F portfolio, value $10,320,101.

    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 345,316 shares
    Change vs previous 13F +9,108 shares

    0.87% of the 13F portfolio, value $8,822,816.

    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 336,208 shares
    Change vs previous 13F -7,462 shares

    0.85% of the 13F portfolio, value $8,556,505.

    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 343,670 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $8,753,285.

    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).