WealthPlan Investment Management, LLC: IJH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPlan Investment Management, LLC on IJH, newest first. How the timeline and the estimate are built.
WealthPlan Investment Management, LLC held 7,902 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 7,902 sharesChange vs previous 13F -3,503 shares
0.03% of the 13F portfolio, value $609,325.
13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,405 sharesChange vs previous 13F +6,854 shares
0.04% of the 13F portfolio, value $770,202.
13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,551 sharesChange vs previous 13F +548 shares
0.02% of the 13F portfolio, value $300,390.
13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,003 sharesChange vs previous 13F +32 shares
0.02% of the 13F portfolio, value $261,259.
13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,971 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $246,270.
13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).