WealthPlan Investment Management, LLC: LYV position timeline

WealthPlan Investment Management, LLC held 2,848 LYV shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 2,848 shares

   Change vs previous 13F -2 shares

   0.02% of the 13F portfolio, value $482,166.

   13F-HR 0001929986-26-000008 filed by WealthPlan Investment Management, LLC
   Accepted 2026-10-15 16:04:00 UTC, ingested 2026-10-15 16:05:11 UTC

2. period ended2026-06-30

   13F 2,850 shares

   Change vs previous 13F +583 shares

   0.03% of the 13F portfolio, value $521,864.

   13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 2,267 shares

   Change vs previous 13F +655 shares

   0.02% of the 13F portfolio, value $345,740.

   13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 1,612 shares

   Change vs previous 13F -85 shares

   0.01% of the 13F portfolio, value $229,710.

   13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 1,697 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $277,290.

   13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).