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WealthPlan Investment Management, LLC: GGG position timeline

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

WealthPlan Investment Management, LLC held 36,172 GGG 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 36,172 shares
    Change vs previous 13F -9,451 shares

    0.14% of the 13F portfolio, value $2,734,936.

    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 45,623 shares
    Change vs previous 13F -23,305 shares

    0.22% of the 13F portfolio, value $3,861,951.

    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 68,928 shares
    Change vs previous 13F -52,931 shares

    0.36% of the 13F portfolio, value $5,650,030.

    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 121,859 shares
    Change vs previous 13F -7,330 shares

    0.69% of the 13F portfolio, value $10,353,152.

    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 129,189 shares
    Change vs previous 13F +12,352 shares

    0.81% of the 13F portfolio, value $11,106,376.

    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 116,837 shares
    Change vs previous 13F -4,471 shares

    0.96% of the 13F portfolio, value $9,757,097.

    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 121,308 shares
    Change vs previous 13F -2,823 shares

    1.01% of the 13F portfolio, value $10,225,031.

    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 124,131 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $10,862,747.

    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).