WealthPlan Investment Management, LLC: MPC position timeline

WealthPlan Investment Management, LLC held 1,449 MPC 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 1,449 shares

   Change vs previous 13F +102 shares

   0.02% of the 13F portfolio, value $370,384.

   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).

2. period ended2026-03-31

   13F 1,347 shares

   Change vs previous 13F +31 shares

   0.02% of the 13F portfolio, value $328,804.

   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).

3. period ended2025-12-31

   13F 1,316 shares

   Change vs previous 13F +1 shares

   0.01% of the 13F portfolio, value $214,056.

   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).

4. period ended2025-09-30

   13F 1,315 shares

   Change vs previous 13F +13 shares

   0.02% of the 13F portfolio, value $253,402.

   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).

5. period ended2025-06-30

   13F 1,302 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $216,325.

   13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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