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WealthPlan Investment Management, LLC: JIRE position timeline

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

WealthPlan Investment Management, LLC held 436,465 JIRE 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 436,465 shares
    Change vs previous 13F +72,116 shares

    1.79% of the 13F portfolio, value $36,003,964.

    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 364,349 shares
    Change vs previous 13F +158,209 shares

    1.54% of the 13F portfolio, value $27,595,763.

    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 206,140 shares
    Change vs previous 13F +51,385 shares

    0.98% of the 13F portfolio, value $15,435,733.

    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 154,755 shares
    Change vs previous 13F +121,103 shares

    0.75% of the 13F portfolio, value $11,380,683.

    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 33,652 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,381,552.

    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).