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Disclosery

WealthPlan Investment Management, LLC: HRL position timeline

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

WealthPlan Investment Management, LLC held 0 HRL shares at 2025-06-30 per its 13F-HR filed 2025-07-28.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -320,180 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 320,180 shares
    Change vs previous 13F -3,133 shares

    0.98% of the 13F portfolio, value $9,906,364.

    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).

  3. period ended2024-12-31
    13F 323,313 shares
    Change vs previous 13F +6,564 shares

    1% of the 13F portfolio, value $10,142,330.

    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).

  4. period ended2024-09-30
    13F 316,749 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $10,040,949.

    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).