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WealthPlan Investment Management, LLC: O position timeline

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

WealthPlan Investment Management, LLC held 50,513 O 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 50,513 shares
    Change vs previous 13F -10,423 shares

    0.16% of the 13F portfolio, value $3,129,794.

    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 60,936 shares
    Change vs previous 13F -32,111 shares

    0.21% of the 13F portfolio, value $3,728,067.

    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 93,047 shares
    Change vs previous 13F -54,197 shares

    0.33% of the 13F portfolio, value $5,245,040.

    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 147,244 shares
    Change vs previous 13F -2,078 shares

    0.59% of the 13F portfolio, value $8,950,979.

    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 149,322 shares
    Change vs previous 13F +10,388 shares

    0.63% of the 13F portfolio, value $8,602,434.

    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 138,934 shares
    Change vs previous 13F +9,393 shares

    0.79% of the 13F portfolio, value $8,059,566.

    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 129,541 shares
    Change vs previous 13F -500 shares

    0.68% of the 13F portfolio, value $6,918,810.

    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 130,041 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $8,247,193.

    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).