Skip to content
Disclosery

WealthPlan Investment Management, LLC: SCHE position timeline

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

WealthPlan Investment Management, LLC held 15,281 SCHE shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,281 shares
    Change vs previous 13F -1,715 shares

    0.03% of the 13F portfolio, value $556,998.

    13F-HR 0001929986-26-000008 filed by WealthPlan Investment Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,996 shares
    Change vs previous 13F +151 shares

    0.03% of the 13F portfolio, value $616,275.

    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).

  3. period ended2026-03-31
    13F 16,845 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $555,043.

    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).

  4. period ended2025-12-31
    13F 16,845 shares
    Change vs previous 13F -387 shares

    0.04% of the 13F portfolio, value $551,674.

    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).

  5. period ended2025-09-30
    13F 17,232 shares
    Change vs previous 13F -1,204 shares

    0.04% of the 13F portfolio, value $575,032.

    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).

  6. period ended2025-06-30
    13F 18,436 shares
    Change vs previous 13F -369 shares

    0.04% of the 13F portfolio, value $555,661.

    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).

  7. period ended2025-03-31
    13F 18,805 shares
    Change vs previous 13F -134 shares

    0.05% of the 13F portfolio, value $518,454.

    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).

  8. period ended2024-12-31
    13F 18,939 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $504,346.

    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).