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WealthPlan Investment Management, LLC: SPYG position timeline

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

WealthPlan Investment Management, LLC held 49,175 SPYG 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 49,175 shares
    Change vs previous 13F -9,455 shares

    0.29% of the 13F portfolio, value $5,851,351.

    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 58,630 shares
    Change vs previous 13F -18,990 shares

    0.32% of the 13F portfolio, value $5,740,466.

    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 77,620 shares
    Change vs previous 13F -1,670 shares

    0.53% of the 13F portfolio, value $8,282,031.

    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 79,290 shares
    Change vs previous 13F +2,426 shares

    0.55% of the 13F portfolio, value $8,286,554.

    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 76,864 shares
    Change vs previous 13F +28,309 shares

    0.53% of the 13F portfolio, value $7,326,713.

    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 48,555 shares
    Change vs previous 13F +811 shares

    0.38% of the 13F portfolio, value $3,902,335.

    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 47,744 shares
    Change vs previous 13F +388 shares

    0.41% of the 13F portfolio, value $4,196,668.

    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 47,356 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,927,685.

    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).