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WealthPlan Investment Management, LLC: HEQT position timeline

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

WealthPlan Investment Management, LLC held 300,206 HEQT 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 300,206 shares
    Change vs previous 13F -71,710 shares

    0.5% of the 13F portfolio, value $10,068,905.

    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 371,916 shares
    Change vs previous 13F -186,477 shares

    0.65% of the 13F portfolio, value $11,715,363.

    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 558,393 shares
    Change vs previous 13F -95,534 shares

    1.14% of the 13F portfolio, value $17,896,483.

    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 653,927 shares
    Change vs previous 13F -4,603 shares

    1.35% of the 13F portfolio, value $20,426,736.

    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 658,530 shares
    Change vs previous 13F +195,820 shares

    1.44% of the 13F portfolio, value $19,788,838.

    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 462,710 shares
    Change vs previous 13F -137,207 shares

    1.3% of the 13F portfolio, value $13,221,938.

    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 599,917 shares
    Change vs previous 13F +236,306 shares

    1.75% of the 13F portfolio, value $17,685,547.

    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 363,611 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $10,501,098.

    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).