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WealthPlan Investment Management, LLC: FSCO position timeline

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

WealthPlan Investment Management, LLC held 28,411 FSCO 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 28,411 shares
    Change vs previous 13F -61,726 shares

    0.01% of the 13F portfolio, value $141,770.

    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 90,137 shares
    Change vs previous 13F -5,448 shares

    0.03% of the 13F portfolio, value $459,698.

    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 95,585 shares
    Change vs previous 13F -12,128 shares

    0.04% of the 13F portfolio, value $602,184.

    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 107,713 shares
    Change vs previous 13F -9,335 shares

    0.05% of the 13F portfolio, value $744,296.

    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 117,048 shares
    Change vs previous 13F -13,523 shares

    0.06% of the 13F portfolio, value $849,766.

    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 130,571 shares
    Change vs previous 13F -17,502 shares

    0.09% of the 13F portfolio, value $920,528.

    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 148,073 shares
    Change vs previous 13F -22,467 shares

    0.1% of the 13F portfolio, value $1,009,858.

    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 170,540 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,082,926.

    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).