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WealthPlan Investment Management, LLC: NKE position timeline

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

WealthPlan Investment Management, LLC held 21,277 NKE 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 21,277 shares
    Change vs previous 13F -2,863 shares

    0.04% of the 13F portfolio, value $873,437.

    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 24,140 shares
    Change vs previous 13F -17,113 shares

    0.07% of the 13F portfolio, value $1,275,070.

    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 41,253 shares
    Change vs previous 13F -50,230 shares

    0.17% of the 13F portfolio, value $2,628,214.

    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 91,483 shares
    Change vs previous 13F -2,042 shares

    0.42% of the 13F portfolio, value $6,379,094.

    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 93,525 shares
    Change vs previous 13F +15,533 shares

    0.48% of the 13F portfolio, value $6,644,001.

    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 77,992 shares
    Change vs previous 13F +7,564 shares

    0.49% of the 13F portfolio, value $4,950,962.

    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 70,428 shares
    Change vs previous 13F -7,033 shares

    0.53% of the 13F portfolio, value $5,329,320.

    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 77,461 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $6,847,583.

    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).