Skip to content
Disclosery

WealthPlan Investment Management, LLC: RSP position timeline

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

WealthPlan Investment Management, LLC held 39,613 RSP 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 39,613 shares
    Change vs previous 13F -3,035 shares

    0.42% of the 13F portfolio, value $8,428,459.

    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 42,648 shares
    Change vs previous 13F +41,074 shares

    0.46% of the 13F portfolio, value $8,184,966.

    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 1,574 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $301,515.

    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).