WealthPlan Investment Management, LLC: GNMA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPlan Investment Management, LLC on GNMA, newest first. How the timeline and the estimate are built.
WealthPlan Investment Management, LLC held 5,774 GNMA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 5,774 sharesChange vs previous 13F -68 shares
0.01% of the 13F portfolio, value $255,384.
13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,842 sharesChange vs previous 13F -35 shares
0.01% of the 13F portfolio, value $258,976.
13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,877 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $261,762.
13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,877 sharesChange vs previous 13F -12 shares
0.02% of the 13F portfolio, value $260,645.
13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,889 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $258,822.
13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).