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WealthPlan Investment Management, LLC: TXN position timeline

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

WealthPlan Investment Management, LLC held 17,878 TXN 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 17,878 shares
    Change vs previous 13F -2,886 shares

    0.26% of the 13F portfolio, value $5,328,790.

    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 20,764 shares
    Change vs previous 13F -6,361 shares

    0.22% of the 13F portfolio, value $4,031,056.

    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 27,125 shares
    Change vs previous 13F -21,776 shares

    0.3% of the 13F portfolio, value $4,705,977.

    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 48,901 shares
    Change vs previous 13F -4,427 shares

    0.6% of the 13F portfolio, value $8,984,493.

    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 53,328 shares
    Change vs previous 13F +4,822 shares

    0.81% of the 13F portfolio, value $11,071,984.

    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 48,506 shares
    Change vs previous 13F -941 shares

    0.86% of the 13F portfolio, value $8,716,518.

    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 49,447 shares
    Change vs previous 13F -2,261 shares

    0.92% of the 13F portfolio, value $9,271,762.

    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 51,708 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $10,681,245.

    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).