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WealthPlan Investment Management, LLC: TDV position timeline

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

WealthPlan Investment Management, LLC held 29,140 TDV shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,140 shares
    Change vs previous 13F -8,987 shares

    0.14% of the 13F portfolio, value $2,895,929.

    13F-HR 0001929986-26-000008 filed by WealthPlan Investment Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,127 shares
    Change vs previous 13F -9,964 shares

    0.2% of the 13F portfolio, value $3,963,745.

    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).

  3. period ended2026-03-31
    13F 48,091 shares
    Change vs previous 13F -41,789 shares

    0.23% of the 13F portfolio, value $4,073,711.

    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).

  4. period ended2025-12-31
    13F 89,880 shares
    Change vs previous 13F -15,320 shares

    0.5% of the 13F portfolio, value $7,781,789.

    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).

  5. period ended2025-09-30
    13F 105,200 shares
    Change vs previous 13F +5,656 shares

    0.6% of the 13F portfolio, value $9,100,169.

    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).

  6. period ended2025-06-30
    13F 99,544 shares
    Change vs previous 13F +35,374 shares

    0.6% of the 13F portfolio, value $8,282,209.

    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).

  7. period ended2025-03-31
    13F 64,170 shares
    Change vs previous 13F +3,113 shares

    0.46% of the 13F portfolio, value $4,674,795.

    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).

  8. period ended2024-12-31
    13F 61,057 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $4,607,017.

    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).