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WealthPlan Investment Management, LLC: IWM position timeline

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

WealthPlan Investment Management, LLC held 3,956 IWM 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 3,956 shares
    Change vs previous 13F -89 shares

    0.06% of the 13F portfolio, value $1,188,474.

    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 4,045 shares
    Change vs previous 13F -5,824 shares

    0.06% of the 13F portfolio, value $1,003,271.

    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 9,869 shares
    Change vs previous 13F -87 shares

    0.15% of the 13F portfolio, value $2,429,280.

    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 9,956 shares
    Change vs previous 13F -10,577 shares

    0.16% of the 13F portfolio, value $2,408,970.

    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 20,533 shares
    Change vs previous 13F -2,544 shares

    0.32% of the 13F portfolio, value $4,430,874.

    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 23,077 shares
    Change vs previous 13F +10,082 shares

    0.45% of the 13F portfolio, value $4,603,632.

    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 12,995 shares
    Change vs previous 13F -8,618 shares

    0.28% of the 13F portfolio, value $2,871,456.

    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 21,613 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,774,039.

    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).