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WealthPlan Investment Management, LLC: GOOG position timeline

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

WealthPlan Investment Management, LLC held 80,454 GOOG 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 80,454 shares
    Change vs previous 13F -9,351 shares

    1.41% of the 13F portfolio, value $28,426,651.

    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 89,805 shares
    Change vs previous 13F -1,448 shares

    1.44% of the 13F portfolio, value $25,761,451.

    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 91,253 shares
    Change vs previous 13F -23,766 shares

    1.82% of the 13F portfolio, value $28,635,277.

    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 115,019 shares
    Change vs previous 13F -7,686 shares

    1.86% of the 13F portfolio, value $28,012,840.

    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 122,705 shares
    Change vs previous 13F +14,674 shares

    1.59% of the 13F portfolio, value $21,766,582.

    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 108,031 shares
    Change vs previous 13F +4,165 shares

    1.66% of the 13F portfolio, value $16,877,620.

    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 103,866 shares
    Change vs previous 13F +200 shares

    1.95% of the 13F portfolio, value $19,780,171.

    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 103,666 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $17,331,930.

    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).