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WealthPlan Investment Management, LLC: JGRO position timeline

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

WealthPlan Investment Management, LLC held 265,976 JGRO 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 265,976 shares
    Change vs previous 13F +22,454 shares

    1.3% of the 13F portfolio, value $26,222,530.

    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 243,522 shares
    Change vs previous 13F +91,146 shares

    1.15% of the 13F portfolio, value $20,582,442.

    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 152,376 shares
    Change vs previous 13F +60,636 shares

    0.9% of the 13F portfolio, value $14,140,452.

    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 91,740 shares
    Change vs previous 13F +76,119 shares

    0.57% of the 13F portfolio, value $8,600,625.

    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 15,621 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,344,499.

    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).