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WealthPlan Investment Management, LLC: XFIV position timeline

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

WealthPlan Investment Management, LLC held 9,171 XFIV 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 9,171 shares
    Change vs previous 13F +48 shares

    0.02% of the 13F portfolio, value $446,444.

    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 9,123 shares
    Change vs previous 13F -349 shares

    0.03% of the 13F portfolio, value $448,487.

    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 9,472 shares
    Change vs previous 13F -170 shares

    0.03% of the 13F portfolio, value $468,663.

    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 9,642 shares
    Change vs previous 13F +78 shares

    0.03% of the 13F portfolio, value $477,568.

    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 9,564 shares
    Change vs previous 13F +9 shares

    0.03% of the 13F portfolio, value $471,983.

    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 9,555 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $468,959.

    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).