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WealthPlan Investment Management, LLC: MBSF position timeline

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

WealthPlan Investment Management, LLC held 98,427 MBSF 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 98,427 shares
    Change vs previous 13F -25,376 shares

    0.13% of the 13F portfolio, value $2,527,109.

    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 123,803 shares
    Change vs previous 13F -249,729 shares

    0.18% of the 13F portfolio, value $3,158,212.

    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 373,532 shares
    Change vs previous 13F -94,015 shares

    0.61% of the 13F portfolio, value $9,579,163.

    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 467,547 shares
    Change vs previous 13F +22,763 shares

    0.79% of the 13F portfolio, value $11,908,434.

    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 444,784 shares
    Change vs previous 13F +55,556 shares

    0.83% of the 13F portfolio, value $11,350,897.

    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 389,228 shares
    Change vs previous 13F +20,490 shares

    0.98% of the 13F portfolio, value $9,908,040.

    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 368,738 shares
    Change vs previous 13F -2,167 shares

    0.93% of the 13F portfolio, value $9,365,955.

    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 370,905 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $9,506,295.

    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).