WealthPlan Investment Management, LLC: OEF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPlan Investment Management, LLC on OEF, newest first. How the timeline and the estimate are built.
WealthPlan Investment Management, LLC held 3,589 OEF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 3,589 sharesChange vs previous 13F -236 shares
0.07% of the 13F portfolio, value $1,313,246.
13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,825 sharesChange vs previous 13F -182 shares
0.07% of the 13F portfolio, value $1,216,722.
13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,007 sharesChange vs previous 13F -153 shares
0.09% of the 13F portfolio, value $1,374,369.
13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,160 sharesChange vs previous 13F -4,724 shares
0.09% of the 13F portfolio, value $1,384,681.
13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,884 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $2,703,892.
13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).