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WealthPlan Investment Management, LLC: PEP position timeline

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

WealthPlan Investment Management, LLC held 23,894 PEP 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 23,894 shares
    Change vs previous 13F -9,301 shares

    0.16% of the 13F portfolio, value $3,235,252.

    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 33,195 shares
    Change vs previous 13F -12,178 shares

    0.29% of the 13F portfolio, value $5,154,879.

    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 45,373 shares
    Change vs previous 13F -39,626 shares

    0.41% of the 13F portfolio, value $6,511,988.

    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 84,999 shares
    Change vs previous 13F -2,113 shares

    0.79% of the 13F portfolio, value $11,937,251.

    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 87,112 shares
    Change vs previous 13F +10,508 shares

    0.84% of the 13F portfolio, value $11,502,267.

    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 76,604 shares
    Change vs previous 13F +3,532 shares

    1.13% of the 13F portfolio, value $11,486,071.

    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 73,072 shares
    Change vs previous 13F -4,831 shares

    1.1% of the 13F portfolio, value $11,111,354.

    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 77,903 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $13,247,395.

    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).