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WealthPlan Investment Management, LLC: OSCR position timeline

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

WealthPlan Investment Management, LLC held 28,723 OSCR 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 28,723 shares
    Change vs previous 13F +5,109 shares

    0.04% of the 13F portfolio, value $819,180.

    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 23,614 shares
    Change vs previous 13F -8,992 shares

    0.02% of the 13F portfolio, value $270,853.

    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 32,606 shares
    Change vs previous 13F -2,781 shares

    0.03% of the 13F portfolio, value $468,548.

    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 35,387 shares
    Change vs previous 13F +2,334 shares

    0.04% of the 13F portfolio, value $669,876.

    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 33,053 shares
    Change vs previous 13F +13,529 shares

    0.05% of the 13F portfolio, value $708,656.

    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 19,524 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $255,960.

    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).