WealthPlan Investment Management, LLC: JUSA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPlan Investment Management, LLC on JUSA, newest first. How the timeline and the estimate are built.
WealthPlan Investment Management, LLC held 493,060 JUSA shares at 2026-09-30 per its 13F-HR filed 2026-10-15.
the latest 13F is the newest step
- period ended2026-09-3013F 493,060 sharesChange vs previous 13F not available
1.64% of the 13F portfolio, value $33,769,691.
13F-HR 0001929986-26-000008 filed by WealthPlan Investment Management, LLC
Accepted , ingested