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WealthPlan Investment Management, LLC: STZ position timeline

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

WealthPlan Investment Management, LLC held 8,061 STZ 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 8,061 shares
    Change vs previous 13F -2,732 shares

    0.06% of the 13F portfolio, value $1,121,247.

    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 10,793 shares
    Change vs previous 13F -5,722 shares

    0.09% of the 13F portfolio, value $1,619,005.

    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 16,515 shares
    Change vs previous 13F -18,431 shares

    0.15% of the 13F portfolio, value $2,278,403.

    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 34,946 shares
    Change vs previous 13F -1,981 shares

    0.31% of the 13F portfolio, value $4,706,193.

    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 36,927 shares
    Change vs previous 13F +1,646 shares

    0.44% of the 13F portfolio, value $6,007,228.

    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 35,281 shares
    Change vs previous 13F +5,124 shares

    0.64% of the 13F portfolio, value $6,474,784.

    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 30,157 shares
    Change vs previous 13F -3 shares

    0.66% of the 13F portfolio, value $6,664,804.

    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 30,160 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $7,771,900.

    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).