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WealthPlan Investment Management, LLC: RPM position timeline

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

WealthPlan Investment Management, LLC held 22,017 RPM 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 22,017 shares
    Change vs previous 13F -4,332 shares

    0.12% of the 13F portfolio, value $2,447,156.

    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 26,349 shares
    Change vs previous 13F -17,237 shares

    0.15% of the 13F portfolio, value $2,619,062.

    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 43,586 shares
    Change vs previous 13F -36,443 shares

    0.29% of the 13F portfolio, value $4,532,941.

    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 80,029 shares
    Change vs previous 13F -2,913 shares

    0.63% of the 13F portfolio, value $9,433,850.

    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 82,942 shares
    Change vs previous 13F +2,101 shares

    0.66% of the 13F portfolio, value $9,110,377.

    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 80,841 shares
    Change vs previous 13F -2,308 shares

    0.92% of the 13F portfolio, value $9,351,676.

    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 83,149 shares
    Change vs previous 13F -7,564 shares

    1.01% of the 13F portfolio, value $10,232,285.

    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 90,713 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $10,976,282.

    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).