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WealthPlan Investment Management, LLC: SCHF position timeline

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

WealthPlan Investment Management, LLC held 1,021,329 SCHF 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 1,021,329 shares
    Change vs previous 13F +1,882 shares

    1.41% of the 13F portfolio, value $28,290,824.

    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 1,019,447 shares
    Change vs previous 13F -18,330 shares

    1.41% of the 13F portfolio, value $25,231,307.

    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 1,037,777 shares
    Change vs previous 13F +14,050 shares

    1.59% of the 13F portfolio, value $24,948,154.

    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 1,023,727 shares
    Change vs previous 13F +34,230 shares

    1.58% of the 13F portfolio, value $23,832,366.

    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 989,497 shares
    Change vs previous 13F +4,594 shares

    1.59% of the 13F portfolio, value $21,867,883.

    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 984,903 shares
    Change vs previous 13F -123,143 shares

    1.92% of the 13F portfolio, value $19,481,378.

    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 1,108,046 shares
    Change vs previous 13F +609,950 shares

    2.03% of the 13F portfolio, value $20,498,848.

    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 498,096 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $20,481,705.

    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).