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WealthPlan Investment Management, LLC: HIMS position timeline

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

WealthPlan Investment Management, LLC held 38,878 HIMS 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 38,878 shares
    Change vs previous 13F +452 shares

    0.07% of the 13F portfolio, value $1,347,900.

    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 38,426 shares
    Change vs previous 13F +23,531 shares

    0.04% of the 13F portfolio, value $797,724.

    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 14,895 shares
    Change vs previous 13F -64 shares

    0.03% of the 13F portfolio, value $483,641.

    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 14,959 shares
    Change vs previous 13F -1,445 shares

    0.06% of the 13F portfolio, value $848,474.

    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 16,404 shares
    Change vs previous 13F +410 shares

    0.06% of the 13F portfolio, value $817,739.

    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 15,994 shares
    Change vs previous 13F -10,336 shares

    0.05% of the 13F portfolio, value $472,623.

    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 26,330 shares
    Change vs previous 13F -30,232 shares

    0.06% of the 13F portfolio, value $636,659.

    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 56,562 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,041,872.

    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).