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WealthPlan Investment Management, LLC: WMT position timeline

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

WealthPlan Investment Management, LLC held 137,070 WMT 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 137,070 shares
    Change vs previous 13F -10,676 shares

    0.77% of the 13F portfolio, value $15,524,555.

    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 147,746 shares
    Change vs previous 13F +1,443 shares

    1.02% of the 13F portfolio, value $18,361,882.

    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 146,303 shares
    Change vs previous 13F -47,584 shares

    1.04% of the 13F portfolio, value $16,299,649.

    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 193,887 shares
    Change vs previous 13F -3,631 shares

    1.33% of the 13F portfolio, value $19,982,027.

    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 197,518 shares
    Change vs previous 13F +22,789 shares

    1.41% of the 13F portfolio, value $19,313,289.

    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 174,729 shares
    Change vs previous 13F -15,524 shares

    1.51% of the 13F portfolio, value $15,339,488.

    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 190,253 shares
    Change vs previous 13F -18,684 shares

    1.7% of the 13F portfolio, value $17,189,340.

    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 208,937 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $16,871,658.

    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).