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WealthPlan Investment Management, LLC: IQDF position timeline

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

WealthPlan Investment Management, LLC held 28,084 IQDF 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 28,084 shares
    Change vs previous 13F +10,907 shares

    0.05% of the 13F portfolio, value $970,583.

    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 17,177 shares
    Change vs previous 13F +9,064 shares

    0.03% of the 13F portfolio, value $543,996.

    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 8,113 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $246,635.

    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).