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WealthPlan Investment Management, LLC: PRF position timeline

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

WealthPlan Investment Management, LLC held 23,372 PRF 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 23,372 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,262,789.

    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 23,372 shares
    Change vs previous 13F +302 shares

    0.06% of the 13F portfolio, value $1,110,871.

    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 23,070 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $1,082,444.

    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 23,069 shares
    Change vs previous 13F -187 shares

    0.07% of the 13F portfolio, value $1,042,950.

    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 23,256 shares
    Change vs previous 13F +326 shares

    0.07% of the 13F portfolio, value $983,031.

    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 22,930 shares
    Change vs previous 13F +4,665 shares

    0.09% of the 13F portfolio, value $926,602.

    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 18,265 shares
    Change vs previous 13F -550 shares

    0.07% of the 13F portfolio, value $736,810.

    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 18,815 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $764,454.

    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).