WealthPlan Investment Management, LLC: SHY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPlan Investment Management, LLC on SHY, newest first. How the timeline and the estimate are built.
WealthPlan Investment Management, LLC held 0 SHY shares at 2025-09-30 per its 13F-HR filed 2025-10-27.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -5,113 shares
13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 5,113 sharesChange vs previous 13F +182 shares
0.03% of the 13F portfolio, value $423,663.
13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,931 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $407,942.
13F-HR 0002009530-25-000003 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,931 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $404,243.
13F-HR 0001929986-25-000001 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,931 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $410,013.
13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).