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WealthPlan Investment Management, LLC: JGLO position timeline

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

WealthPlan Investment Management, LLC held 242,169 JGLO 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 242,169 shares
    Change vs previous 13F -96,173 shares

    0.86% of the 13F portfolio, value $17,247,242.

    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 338,342 shares
    Change vs previous 13F +165,398 shares

    1.23% of the 13F portfolio, value $22,083,551.

    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 172,944 shares
    Change vs previous 13F +46,658 shares

    0.75% of the 13F portfolio, value $11,703,088.

    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 126,286 shares
    Change vs previous 13F +100,187 shares

    0.57% of the 13F portfolio, value $8,558,402.

    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 26,099 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,679,210.

    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).