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WealthPlan Investment Management, LLC: JMEE position timeline

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

WealthPlan Investment Management, LLC held 224,405 JMEE 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 224,405 shares
    Change vs previous 13F +27,349 shares

    0.87% of the 13F portfolio, value $17,510,301.

    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 197,056 shares
    Change vs previous 13F +92,385 shares

    0.73% of the 13F portfolio, value $13,157,411.

    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 104,671 shares
    Change vs previous 13F +38,745 shares

    0.43% of the 13F portfolio, value $6,738,701.

    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 65,926 shares
    Change vs previous 13F +54,050 shares

    0.28% of the 13F portfolio, value $4,181,686.

    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 11,876 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $703,178.

    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).