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WealthPlan Investment Management, LLC: TDIV position timeline

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

WealthPlan Investment Management, LLC held 31,130 TDIV 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 31,130 shares
    Change vs previous 13F -709 shares

    0.18% of the 13F portfolio, value $3,576,229.

    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 31,839 shares
    Change vs previous 13F +9,204 shares

    0.17% of the 13F portfolio, value $2,982,066.

    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 22,635 shares
    Change vs previous 13F +289 shares

    0.14% of the 13F portfolio, value $2,191,991.

    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 22,346 shares
    Change vs previous 13F -2,500 shares

    0.15% of the 13F portfolio, value $2,203,099.

    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 24,846 shares
    Change vs previous 13F +637 shares

    0.16% of the 13F portfolio, value $2,240,321.

    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 24,209 shares
    Change vs previous 13F -5,114 shares

    0.18% of the 13F portfolio, value $1,782,041.

    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 29,323 shares
    Change vs previous 13F -36,967 shares

    0.23% of the 13F portfolio, value $2,300,673.

    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 66,290 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $5,323,063.

    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).