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WealthPlan Investment Management, LLC: HYLB position timeline

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

WealthPlan Investment Management, LLC held 118,148 HYLB 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 118,148 shares
    Change vs previous 13F +22,834 shares

    0.21% of the 13F portfolio, value $4,314,749.

    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 95,314 shares
    Change vs previous 13F +22,361 shares

    0.19% of the 13F portfolio, value $3,446,556.

    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 72,953 shares
    Change vs previous 13F +16,878 shares

    0.17% of the 13F portfolio, value $2,686,841.

    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 56,075 shares
    Change vs previous 13F +41,865 shares

    0.14% of the 13F portfolio, value $2,080,943.

    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 14,210 shares
    Change vs previous 13F -78 shares

    0.04% of the 13F portfolio, value $524,633.

    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 14,288 shares
    Change vs previous 13F -1,144 shares

    0.05% of the 13F portfolio, value $516,511.

    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 15,432 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $556,787.

    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).