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WealthPlan Investment Management, LLC: VLTO position timeline

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

WealthPlan Investment Management, LLC held 9,117 VLTO 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 9,117 shares
    Change vs previous 13F -3,125 shares

    0.04% of the 13F portfolio, value $808,501.

    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 12,242 shares
    Change vs previous 13F -3,847 shares

    0.06% of the 13F portfolio, value $1,082,458.

    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 16,089 shares
    Change vs previous 13F -12,276 shares

    0.1% of the 13F portfolio, value $1,605,397.

    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 28,365 shares
    Change vs previous 13F -791 shares

    0.2% of the 13F portfolio, value $3,024,010.

    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 29,156 shares
    Change vs previous 13F +6,130 shares

    0.21% of the 13F portfolio, value $2,943,248.

    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 23,026 shares
    Change vs previous 13F -1,520 shares

    0.22% of the 13F portfolio, value $2,243,837.

    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 24,546 shares
    Change vs previous 13F -1,816 shares

    0.25% of the 13F portfolio, value $2,499,965.

    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 26,362 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,948,894.

    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).