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Disclosery

WealthPlan Investment Management, LLC: IWN position timeline

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

WealthPlan Investment Management, LLC held 13,073 IWN 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 13,073 shares
    Change vs previous 13F +156 shares

    0.14% of the 13F portfolio, value $2,891,756.

    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 12,917 shares
    Change vs previous 13F +3,349 shares

    0.14% of the 13F portfolio, value $2,448,894.

    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 9,568 shares
    Change vs previous 13F +371 shares

    0.11% of the 13F portfolio, value $1,733,826.

    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 9,197 shares
    Change vs previous 13F +473 shares

    0.11% of the 13F portfolio, value $1,626,035.

    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 8,724 shares
    Change vs previous 13F +300 shares

    0.1% of the 13F portfolio, value $1,376,252.

    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 8,424 shares
    Change vs previous 13F +309 shares

    0.13% of the 13F portfolio, value $1,271,852.

    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 8,115 shares
    Change vs previous 13F +1,242 shares

    0.13% of the 13F portfolio, value $1,332,240.

    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 6,873 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,146,554.

    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).