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WealthPlan Investment Management, LLC: IYW position timeline

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

WealthPlan Investment Management, LLC held 5,302 IYW 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 5,302 shares
    Change vs previous 13F -522 shares

    0.07% of the 13F portfolio, value $1,337,354.

    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 5,824 shares
    Change vs previous 13F -559 shares

    0.06% of the 13F portfolio, value $1,056,611.

    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 6,383 shares
    Change vs previous 13F -132 shares

    0.08% of the 13F portfolio, value $1,274,580.

    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 6,515 shares
    Change vs previous 13F -11,598 shares

    0.08% of the 13F portfolio, value $1,276,047.

    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 18,113 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,138,453.

    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).