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WealthPlan Investment Management, LLC: IVW position timeline

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

WealthPlan Investment Management, LLC held 31,298 IVW 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 31,298 shares
    Change vs previous 13F -1,344 shares

    0.21% of the 13F portfolio, value $4,304,428.

    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 32,642 shares
    Change vs previous 13F +4,064 shares

    0.21% of the 13F portfolio, value $3,692,126.

    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 28,578 shares
    Change vs previous 13F -1,481 shares

    0.22% of the 13F portfolio, value $3,522,484.

    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 30,059 shares
    Change vs previous 13F +184 shares

    0.24% of the 13F portfolio, value $3,628,730.

    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 29,875 shares
    Change vs previous 13F +10,474 shares

    0.24% of the 13F portfolio, value $3,289,232.

    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 19,401 shares
    Change vs previous 13F +1,817 shares

    0.18% of the 13F portfolio, value $1,801,003.

    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 17,584 shares
    Change vs previous 13F -4,033 shares

    0.18% of the 13F portfolio, value $1,785,321.

    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 21,617 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,069,806.

    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).