Skip to content
Disclosery

WealthPlan Investment Management, LLC: SCHI position timeline

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

WealthPlan Investment Management, LLC held 16,495 SCHI 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 16,495 shares
    Change vs previous 13F +257 shares

    0.02% of the 13F portfolio, value $373,447.

    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 16,238 shares
    Change vs previous 13F -608 shares

    0.02% of the 13F portfolio, value $368,278.

    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 16,846 shares
    Change vs previous 13F -280 shares

    0.02% of the 13F portfolio, value $386,953.

    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 17,126 shares
    Change vs previous 13F -516 shares

    0.03% of the 13F portfolio, value $395,268.

    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 17,642 shares
    Change vs previous 13F -177 shares

    0.03% of the 13F portfolio, value $401,532.

    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 17,819 shares
    Change vs previous 13F -1,159 shares

    0.04% of the 13F portfolio, value $400,215.

    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 18,978 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $418,844.

    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).