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WealthPlan Investment Management, LLC: FTLS position timeline

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

WealthPlan Investment Management, LLC held 108,101 FTLS 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 108,101 shares
    Change vs previous 13F -24,909 shares

    0.4% of the 13F portfolio, value $7,977,852.

    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 133,010 shares
    Change vs previous 13F -52,132 shares

    0.52% of the 13F portfolio, value $9,358,602.

    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 185,142 shares
    Change vs previous 13F -31,263 shares

    0.84% of the 13F portfolio, value $13,143,200.

    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 216,405 shares
    Change vs previous 13F +426 shares

    1% of the 13F portfolio, value $15,137,561.

    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 215,979 shares
    Change vs previous 13F +69,353 shares

    1.04% of the 13F portfolio, value $14,315,103.

    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 146,626 shares
    Change vs previous 13F -1,488 shares

    0.93% of the 13F portfolio, value $9,395,777.

    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 148,114 shares
    Change vs previous 13F +17,575 shares

    0.96% of the 13F portfolio, value $9,747,365.

    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 130,539 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $8,285,310.

    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).