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WealthPlan Investment Management, LLC: IEMG position timeline

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

WealthPlan Investment Management, LLC held 576,229 IEMG 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 576,229 shares
    Change vs previous 13F +44,737 shares

    2.37% of the 13F portfolio, value $47,734,789.

    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 531,492 shares
    Change vs previous 13F +151,364 shares

    2.07% of the 13F portfolio, value $37,071,555.

    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 380,128 shares
    Change vs previous 13F +54,922 shares

    1.63% of the 13F portfolio, value $25,552,192.

    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 325,206 shares
    Change vs previous 13F +56,480 shares

    1.42% of the 13F portfolio, value $21,437,549.

    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 268,726 shares
    Change vs previous 13F +7,225 shares

    1.17% of the 13F portfolio, value $16,131,594.

    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 261,501 shares
    Change vs previous 13F -45,400 shares

    1.39% of the 13F portfolio, value $14,113,223.

    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 306,901 shares
    Change vs previous 13F +25,305 shares

    1.58% of the 13F portfolio, value $16,026,385.

    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 281,596 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $16,166,406.

    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).