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Disclosery

WealthPlan Investment Management, LLC: MSM position timeline

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

WealthPlan Investment Management, LLC held 40,599 MSM 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 40,599 shares
    Change vs previous 13F -10,503 shares

    0.24% of the 13F portfolio, value $4,829,265.

    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 51,102 shares
    Change vs previous 13F -25,204 shares

    0.26% of the 13F portfolio, value $4,715,216.

    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 76,306 shares
    Change vs previous 13F -59,407 shares

    0.41% of the 13F portfolio, value $6,417,337.

    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 135,713 shares
    Change vs previous 13F -6,296 shares

    0.83% of the 13F portfolio, value $12,504,592.

    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 142,009 shares
    Change vs previous 13F +16,026 shares

    0.88% of the 13F portfolio, value $12,073,634.

    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 125,983 shares
    Change vs previous 13F +4,536 shares

    0.96% of the 13F portfolio, value $9,785,090.

    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 121,447 shares
    Change vs previous 13F -809 shares

    0.9% of the 13F portfolio, value $9,070,901.

    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 122,256 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $10,521,378.

    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).