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WealthPlan Investment Management, LLC: VRT position timeline

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

WealthPlan Investment Management, LLC held 7,849 VRT 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 7,849 shares
    Change vs previous 13F +152 shares

    0.13% of the 13F portfolio, value $2,628,070.

    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 7,697 shares
    Change vs previous 13F -677 shares

    0.11% of the 13F portfolio, value $1,928,826.

    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 8,374 shares
    Change vs previous 13F +120 shares

    0.09% of the 13F portfolio, value $1,356,658.

    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 8,254 shares
    Change vs previous 13F -54 shares

    0.08% of the 13F portfolio, value $1,245,147.

    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 8,308 shares
    Change vs previous 13F +1,475 shares

    0.08% of the 13F portfolio, value $1,066,889.

    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 6,833 shares
    Change vs previous 13F +86 shares

    0.05% of the 13F portfolio, value $493,364.

    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 6,747 shares
    Change vs previous 13F +269 shares

    0.08% of the 13F portfolio, value $766,532.

    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 6,478 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $644,524.

    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).