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WealthPlan Investment Management, LLC: IEFA position timeline

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

WealthPlan Investment Management, LLC held 227,669 IEFA 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 227,669 shares
    Change vs previous 13F +36,287 shares

    1.09% of the 13F portfolio, value $21,988,248.

    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 191,382 shares
    Change vs previous 13F +84,692 shares

    0.97% of the 13F portfolio, value $17,325,848.

    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 106,690 shares
    Change vs previous 13F +45,705 shares

    0.61% of the 13F portfolio, value $9,544,523.

    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 60,985 shares
    Change vs previous 13F +48,725 shares

    0.35% of the 13F portfolio, value $5,324,600.

    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 12,260 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,023,465.

    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).