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WealthPlan Investment Management, LLC: SPAB position timeline

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

WealthPlan Investment Management, LLC held 990,074 SPAB 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 990,074 shares
    Change vs previous 13F +42,056 shares

    1.26% of the 13F portfolio, value $25,266,686.

    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 948,018 shares
    Change vs previous 13F +30,022 shares

    1.35% of the 13F portfolio, value $24,288,219.

    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 917,996 shares
    Change vs previous 13F +60,151 shares

    1.51% of the 13F portfolio, value $23,638,394.

    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 857,845 shares
    Change vs previous 13F +44,940 shares

    1.47% of the 13F portfolio, value $22,175,291.

    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 812,905 shares
    Change vs previous 13F +42,188 shares

    1.52% of the 13F portfolio, value $20,810,365.

    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 770,717 shares
    Change vs previous 13F +21,024 shares

    1.94% of the 13F portfolio, value $19,684,103.

    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 749,693 shares
    Change vs previous 13F +82,167 shares

    1.85% of the 13F portfolio, value $18,734,819.

    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 667,526 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $17,449,120.

    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).