Filing History
WealthPlan Investment Management, LLC
14 parsed filings · CIK 0001929986
- 13F HOLDINGS REPORTQ/E Dec 2025438 pos · $1.57BSEC
- 13F HOLDINGS REPORTQ/E Sep 2025292 pos · $1.54BSEC
- 13F HOLDINGS REPORTQ/E Jun 2025405 pos · $1.37BSEC
- 13F HOLDINGS REPORTQ/E Mar 2025498 pos · $1.74BSEC
- 13F HOLDINGS REPORTQ/E Dec 2024318 pos · $1.01BSEC
- 13F HOLDINGS REPORTQ/E Sep 2024303 pos · $987.5MSEC
- 13F HOLDINGS REPORTQ/E Jun 2024202 pos · $693.3MSEC
- 13F HOLDINGS REPORTQ/E Mar 2024195 pos · $655.5MSEC
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2023180 pos · $565.7MSEC
- 13F HOLDINGS REPORTQ/E Dec 2023427 pos · $860.5MSEC
- 13F HOLDINGS REPORT (Amended)Q/E Sep 2023742 pos · $335.4MSEC
- 13F HOLDINGS REPORTQ/E Sep 2023742 pos · $401.8MSEC
- 13F HOLDINGS REPORTQ/E Jun 2023884 pos · $580.9MSEC
- 13F HOLDINGS REPORTQ/E Mar 2023511 pos · $1.43BSEC