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WealthPlan Investment Management, LLC: NUE position timeline

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

WealthPlan Investment Management, LLC held 30,052 NUE 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 30,052 shares
    Change vs previous 13F -4,947 shares

    0.33% of the 13F portfolio, value $6,694,058.

    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 34,999 shares
    Change vs previous 13F -7,754 shares

    0.33% of the 13F portfolio, value $5,918,288.

    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 42,753 shares
    Change vs previous 13F -24,309 shares

    0.44% of the 13F portfolio, value $6,973,467.

    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 67,062 shares
    Change vs previous 13F -1,772 shares

    0.6% of the 13F portfolio, value $9,082,167.

    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 68,834 shares
    Change vs previous 13F +8,624 shares

    0.65% of the 13F portfolio, value $8,916,723.

    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 60,210 shares
    Change vs previous 13F +192 shares

    0.71% of the 13F portfolio, value $7,245,676.

    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 60,018 shares
    Change vs previous 13F -9,837 shares

    0.69% of the 13F portfolio, value $7,004,685.

    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 69,855 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $10,501,945.

    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).