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WealthPlan Investment Management, LLC: SEMI position timeline

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

WealthPlan Investment Management, LLC held 70,799 SEMI 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 70,799 shares
    Change vs previous 13F -20,935 shares

    0.14% of the 13F portfolio, value $2,872,978.

    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 91,734 shares
    Change vs previous 13F -75,014 shares

    0.15% of the 13F portfolio, value $2,648,672.

    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 166,748 shares
    Change vs previous 13F -16,505 shares

    0.33% of the 13F portfolio, value $5,107,975.

    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 183,253 shares
    Change vs previous 13F -3,391 shares

    0.38% of the 13F portfolio, value $5,729,391.

    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 186,644 shares
    Change vs previous 13F +55,181 shares

    0.38% of the 13F portfolio, value $5,182,622.

    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 131,463 shares
    Change vs previous 13F -348 shares

    0.29% of the 13F portfolio, value $2,901,384.

    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 131,811 shares
    Change vs previous 13F -4,210 shares

    0.33% of the 13F portfolio, value $3,384,904.

    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 136,021 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,502,539.

    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).