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WealthPlan Investment Management, LLC: IGRO position timeline

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

WealthPlan Investment Management, LLC held 77,215 IGRO 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 77,215 shares
    Change vs previous 13F -16,396 shares

    0.34% of the 13F portfolio, value $6,789,501.

    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 93,611 shares
    Change vs previous 13F -74,036 shares

    0.44% of the 13F portfolio, value $7,841,822.

    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 167,647 shares
    Change vs previous 13F -10,227 shares

    0.88% of the 13F portfolio, value $13,876,108.

    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 177,874 shares
    Change vs previous 13F +14,067 shares

    0.94% of the 13F portfolio, value $14,171,215.

    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 163,807 shares
    Change vs previous 13F +59,130 shares

    0.94% of the 13F portfolio, value $12,922,704.

    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 104,677 shares
    Change vs previous 13F +6,226 shares

    0.75% of the 13F portfolio, value $7,582,812.

    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 98,451 shares
    Change vs previous 13F +6,238 shares

    0.66% of the 13F portfolio, value $6,690,702.

    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 92,213 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $6,878,164.

    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).