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WealthPlan Investment Management, LLC: TSN position timeline

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

WealthPlan Investment Management, LLC held 42,120 TSN 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 42,120 shares
    Change vs previous 13F -15,198 shares

    0.12% of the 13F portfolio, value $2,411,361.

    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 57,318 shares
    Change vs previous 13F -31,960 shares

    0.2% of the 13F portfolio, value $3,672,337.

    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 89,278 shares
    Change vs previous 13F -100,026 shares

    0.33% of the 13F portfolio, value $5,233,478.

    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 189,304 shares
    Change vs previous 13F -4,581 shares

    0.68% of the 13F portfolio, value $10,279,190.

    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 193,885 shares
    Change vs previous 13F +182,366 shares

    0.79% of the 13F portfolio, value $10,845,904.

    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 11,519 shares
    Change vs previous 13F +1,466 shares

    0.07% of the 13F portfolio, value $735,055.

    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 10,053 shares
    Change vs previous 13F +82 shares

    0.06% of the 13F portfolio, value $577,462.

    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 9,971 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $593,875.

    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).