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WealthPlan Investment Management, LLC: INTC position timeline

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

WealthPlan Investment Management, LLC held 102,069 INTC 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 102,069 shares
    Change vs previous 13F +1,122 shares

    0.71% of the 13F portfolio, value $14,251,826.

    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 100,947 shares
    Change vs previous 13F +29,031 shares

    0.25% of the 13F portfolio, value $4,454,769.

    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 71,916 shares
    Change vs previous 13F +144 shares

    0.17% of the 13F portfolio, value $2,653,691.

    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 71,772 shares
    Change vs previous 13F +295 shares

    0.16% of the 13F portfolio, value $2,407,942.

    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 71,477 shares
    Change vs previous 13F +5,795 shares

    0.12% of the 13F portfolio, value $1,601,079.

    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 65,682 shares
    Change vs previous 13F +439 shares

    0.15% of the 13F portfolio, value $1,491,632.

    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 65,243 shares
    Change vs previous 13F +2,056 shares

    0.13% of the 13F portfolio, value $1,308,117.

    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 63,187 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,482,361.

    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).