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WealthPlan Investment Management, LLC: MAGS position timeline

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

WealthPlan Investment Management, LLC held 4,240 MAGS 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 4,240 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $272,658.

    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 4,241 shares
    Change vs previous 13F +385 shares

    0.01% of the 13F portfolio, value $245,747.

    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 3,856 shares
    Change vs previous 13F -1,385 shares

    0.02% of the 13F portfolio, value $254,369.

    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 5,241 shares
    Change vs previous 13F -808 shares

    0.02% of the 13F portfolio, value $339,958.

    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 6,049 shares
    Change vs previous 13F +123 shares

    0.02% of the 13F portfolio, value $335,561.

    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 5,926 shares
    Change vs previous 13F +1,331 shares

    0.03% of the 13F portfolio, value $271,753.

    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 4,595 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $250,045.

    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).