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WealthPlan Investment Management, LLC: LECO position timeline

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

WealthPlan Investment Management, LLC held 13,133 LECO 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 13,133 shares
    Change vs previous 13F -4,051 shares

    0.17% of the 13F portfolio, value $3,486,903.

    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 17,184 shares
    Change vs previous 13F -8,735 shares

    0.24% of the 13F portfolio, value $4,280,253.

    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 25,919 shares
    Change vs previous 13F -17,716 shares

    0.4% of the 13F portfolio, value $6,211,273.

    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 43,635 shares
    Change vs previous 13F -2,809 shares

    0.68% of the 13F portfolio, value $10,290,555.

    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 46,444 shares
    Change vs previous 13F +5,281 shares

    0.7% of the 13F portfolio, value $9,628,685.

    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).

  6. period ended2025-03-31
    13F 41,163 shares
    Change vs previous 13F -709 shares

    0.77% of the 13F portfolio, value $7,786,430.

    13F-HR 0002009530-25-000003 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).

  7. period ended2024-12-31
    13F 41,872 shares
    Change vs previous 13F +943 shares

    0.78% of the 13F portfolio, value $7,849,754.

    13F-HR 0001929986-25-000001 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).

  8. period ended2024-09-30
    13F 40,929 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $7,859,168.

    13F-HR 0001929986-24-000004 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).