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WealthPlan Investment Management, LLC: PJAN position timeline

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

WealthPlan Investment Management, LLC held 46,195 PJAN 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 46,195 shares
    Change vs previous 13F -6,942 shares

    0.11% of the 13F portfolio, value $2,286,191.

    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 53,137 shares
    Change vs previous 13F -310 shares

    0.14% of the 13F portfolio, value $2,451,210.

    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 53,447 shares
    Change vs previous 13F +9,480 shares

    0.16% of the 13F portfolio, value $2,513,054.

    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 43,967 shares
    Change vs previous 13F -11 shares

    0.13% of the 13F portfolio, value $2,013,446.

    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 43,978 shares
    Change vs previous 13F +250 shares

    0.14% of the 13F portfolio, value $1,937,209.

    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 43,728 shares
    Change vs previous 13F +1,744 shares

    0.18% of the 13F portfolio, value $1,813,379.

    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 41,984 shares
    Change vs previous 13F +14,317 shares

    0.18% of the 13F portfolio, value $1,773,803.

    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 27,667 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,143,180.

    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).