Skip to content
Disclosery

WealthPlan Investment Management, LLC: UMAR position timeline

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

WealthPlan Investment Management, LLC held 36,872 UMAR 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 36,872 shares
    Change vs previous 13F -2,706 shares

    0.08% of the 13F portfolio, value $1,557,669.

    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 39,578 shares
    Change vs previous 13F -4,400 shares

    0.09% of the 13F portfolio, value $1,572,830.

    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 43,978 shares
    Change vs previous 13F -248,575 shares

    0.11% of the 13F portfolio, value $1,756,912.

    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 292,553 shares
    Change vs previous 13F +58,371 shares

    0.76% of the 13F portfolio, value $11,412,493.

    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 234,182 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $8,807,585.

    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).