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WealthPlan Investment Management, LLC: VIG position timeline

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

WealthPlan Investment Management, LLC held 15,696 VIG 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 15,696 shares
    Change vs previous 13F +11,959 shares

    0.18% of the 13F portfolio, value $3,713,920.

    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 3,737 shares
    Change vs previous 13F -912 shares

    0.04% of the 13F portfolio, value $803,728.

    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 4,649 shares
    Change vs previous 13F -94 shares

    0.07% of the 13F portfolio, value $1,021,874.

    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 4,743 shares
    Change vs previous 13F -387 shares

    0.07% of the 13F portfolio, value $1,023,451.

    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 5,130 shares
    Change vs previous 13F -2,170 shares

    0.08% of the 13F portfolio, value $1,050,049.

    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 7,300 shares
    Change vs previous 13F -12,154 shares

    0.14% of the 13F portfolio, value $1,416,143.

    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 19,454 shares
    Change vs previous 13F +15,189 shares

    0.38% of the 13F portfolio, value $3,809,750.

    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 4,265 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $844,685.

    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).