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WealthPlan Investment Management, LLC: IVV position timeline

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

WealthPlan Investment Management, LLC held 149,301 IVV 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 149,301 shares
    Change vs previous 13F +24,120 shares

    5.56% of the 13F portfolio, value $111,810,097.

    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 125,181 shares
    Change vs previous 13F +56,242 shares

    4.56% of the 13F portfolio, value $81,769,425.

    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 68,939 shares
    Change vs previous 13F +29,090 shares

    3.01% of the 13F portfolio, value $47,219,140.

    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 39,849 shares
    Change vs previous 13F +29,486 shares

    1.77% of the 13F portfolio, value $26,670,686.

    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 10,363 shares
    Change vs previous 13F +1,148 shares

    0.47% of the 13F portfolio, value $6,434,487.

    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 9,215 shares
    Change vs previous 13F +3,723 shares

    0.51% of the 13F portfolio, value $5,177,819.

    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 5,492 shares
    Change vs previous 13F +406 shares

    0.32% of the 13F portfolio, value $3,233,310.

    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 5,086 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,933,882.

    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).