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WealthPlan Investment Management, LLC: GBTC position timeline

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

WealthPlan Investment Management, LLC held 35,076 GBTC 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 35,076 shares
    Change vs previous 13F +1,997 shares

    0.08% of the 13F portfolio, value $1,596,660.

    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 33,079 shares
    Change vs previous 13F +3,768 shares

    0.1% of the 13F portfolio, value $1,745,248.

    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 29,311 shares
    Change vs previous 13F -2,833 shares

    0.13% of the 13F portfolio, value $2,003,700.

    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 32,144 shares
    Change vs previous 13F -243 shares

    0.19% of the 13F portfolio, value $2,885,567.

    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 32,387 shares
    Change vs previous 13F -136 shares

    0.2% of the 13F portfolio, value $2,747,389.

    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 32,523 shares
    Change vs previous 13F +345 shares

    0.21% of the 13F portfolio, value $2,119,524.

    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 32,178 shares
    Change vs previous 13F -329 shares

    0.24% of the 13F portfolio, value $2,381,816.

    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 32,507 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,641,604.

    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).