Skip to content
Disclosery

WealthPlan Investment Management, LLC: MKL position timeline

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

WealthPlan Investment Management, LLC held 454 MKL 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 454 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $777,452.

    13F-HR 0001929986-26-000008 filed by WealthPlan Investment Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 452 shares
    Change vs previous 13F +9 shares

    0.04% of the 13F portfolio, value $882,761.

    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).

  3. period ended2026-03-31
    13F 443 shares
    Change vs previous 13F -25 shares

    0.05% of the 13F portfolio, value $847,933.

    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).

  4. period ended2025-12-31
    13F 468 shares
    Change vs previous 13F -129 shares

    0.06% of the 13F portfolio, value $1,006,036.

    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).

  5. period ended2025-09-30
    13F 597 shares
    Change vs previous 13F +32 shares

    0.08% of the 13F portfolio, value $1,141,082.

    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).

  6. period ended2025-06-30
    13F 565 shares
    Change vs previous 13F -20 shares

    0.08% of the 13F portfolio, value $1,128,508.

    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).

  7. period ended2025-03-31
    13F 585 shares
    Change vs previous 13F +125 shares

    0.11% of the 13F portfolio, value $1,093,722.

    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).

  8. period ended2024-12-31
    13F 460 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $794,066.

    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).