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WealthPlan Investment Management, LLC: HIGH position timeline

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

WealthPlan Investment Management, LLC held 99,386 HIGH 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 99,386 shares
    Change vs previous 13F -19,971 shares

    0.11% of the 13F portfolio, value $2,149,723.

    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 119,357 shares
    Change vs previous 13F -234,424 shares

    0.14% of the 13F portfolio, value $2,547,069.

    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 353,781 shares
    Change vs previous 13F -205,885 shares

    0.5% of the 13F portfolio, value $7,892,856.

    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 559,666 shares
    Change vs previous 13F +3,617 shares

    0.86% of the 13F portfolio, value $12,922,679.

    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 556,049 shares
    Change vs previous 13F +69,807 shares

    0.98% of the 13F portfolio, value $13,473,067.

    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 486,242 shares
    Change vs previous 13F -11,849 shares

    1.05% of the 13F portfolio, value $10,668,145.

    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 498,091 shares
    Change vs previous 13F -44,145 shares

    1.13% of the 13F portfolio, value $11,466,051.

    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 542,236 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $12,712,718.

    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).