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WealthPlan Investment Management, LLC: SPYD position timeline

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

WealthPlan Investment Management, LLC held 79,795 SPYD 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 79,795 shares
    Change vs previous 13F -961 shares

    0.19% of the 13F portfolio, value $3,807,036.

    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 80,756 shares
    Change vs previous 13F -15,666 shares

    0.2% of the 13F portfolio, value $3,676,003.

    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 96,422 shares
    Change vs previous 13F -1,995 shares

    0.27% of the 13F portfolio, value $4,170,258.

    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 98,417 shares
    Change vs previous 13F -51,077 shares

    0.29% of the 13F portfolio, value $4,330,360.

    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 149,494 shares
    Change vs previous 13F -20,892 shares

    0.46% of the 13F portfolio, value $6,344,542.

    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 170,386 shares
    Change vs previous 13F -140,657 shares

    0.74% of the 13F portfolio, value $7,541,292.

    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 311,043 shares
    Change vs previous 13F +181,434 shares

    1.33% of the 13F portfolio, value $13,449,515.

    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 129,609 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $5,916,650.

    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).