Skip to content
Disclosery

WealthPlan Investment Management, LLC: TRV position timeline

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

WealthPlan Investment Management, LLC held 1,366 TRV 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 1,366 shares
    Change vs previous 13F +27 shares

    0.02% of the 13F portfolio, value $486,996.

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

  2. period ended2026-06-30
    13F 1,339 shares
    Change vs previous 13F +18 shares

    0.02% of the 13F portfolio, value $442,031.

    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 1,321 shares
    Change vs previous 13F -33 shares

    0.02% of the 13F portfolio, value $385,227.

    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 1,354 shares
    Change vs previous 13F -41 shares

    0.03% of the 13F portfolio, value $392,649.

    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 1,395 shares
    Change vs previous 13F -19 shares

    0.03% of the 13F portfolio, value $389,414.

    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 1,414 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $378,199.

    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).