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WealthPlan Investment Management, LLC: TMO position timeline

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

WealthPlan Investment Management, LLC held 4,863 TMO 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 4,863 shares
    Change vs previous 13F -2,207 shares

    0.12% of the 13F portfolio, value $2,437,922.

    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 7,070 shares
    Change vs previous 13F -2,107 shares

    0.19% of the 13F portfolio, value $3,475,164.

    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 9,177 shares
    Change vs previous 13F -6,326 shares

    0.34% of the 13F portfolio, value $5,317,551.

    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 15,503 shares
    Change vs previous 13F -772 shares

    0.5% of the 13F portfolio, value $7,519,454.

    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 16,275 shares
    Change vs previous 13F +9,848 shares

    0.48% of the 13F portfolio, value $6,598,858.

    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 6,427 shares
    Change vs previous 13F +2,216 shares

    0.31% of the 13F portfolio, value $3,197,951.

    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 4,211 shares
    Change vs previous 13F +241 shares

    0.22% of the 13F portfolio, value $2,190,453.

    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 3,970 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,455,695.

    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).