WealthPlan Investment Management, LLC: FVAL position timeline

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

WealthPlan Investment Management, LLC held 3,103 FVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 3,103 shares
Change vs previous 13F -186 shares
0.01% of the 13F portfolio, value $241,830.
13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,289 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $228,257.
13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, LLC
Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).