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WealthPlan Investment Management, LLC: IVE position timeline

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

WealthPlan Investment Management, LLC held 104,898 IVE 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 104,898 shares
    Change vs previous 13F +2,039 shares

    1.18% of the 13F portfolio, value $23,818,049.

    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 102,859 shares
    Change vs previous 13F +3,543 shares

    1.21% of the 13F portfolio, value $21,718,750.

    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 99,316 shares
    Change vs previous 13F +4,119 shares

    1.34% of the 13F portfolio, value $21,061,966.

    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 95,197 shares
    Change vs previous 13F -13,004 shares

    1.3% of the 13F portfolio, value $19,659,154.

    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 108,201 shares
    Change vs previous 13F +24,558 shares

    1.54% of the 13F portfolio, value $21,144,659.

    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 83,643 shares
    Change vs previous 13F -1,354 shares

    1.57% of the 13F portfolio, value $15,940,655.

    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 84,997 shares
    Change vs previous 13F +3,453 shares

    1.6% of the 13F portfolio, value $16,224,199.

    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 81,544 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $16,078,001.

    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).