Skip to content
Disclosery

WealthPlan Investment Management, LLC: MTBA position timeline

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

WealthPlan Investment Management, LLC held 273,112 MTBA 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 273,112 shares
    Change vs previous 13F -13,671 shares

    0.67% of the 13F portfolio, value $13,401,603.

    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 286,783 shares
    Change vs previous 13F +170,364 shares

    0.79% of the 13F portfolio, value $14,184,268.

    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 116,419 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,868,694.

    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).