WealthPlan Investment Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for WealthPlan Investment Management going back to Sept. 7, 2022
- WealthPlan Investment Management 2026 Q1 - filed April 29, 2026 - new!
- WealthPlan Investment Management 2025 Q4 - filed Feb. 5, 2026
- WealthPlan Investment Management 2025 Q3 - filed Oct. 27, 2025
- WealthPlan Investment Management 2025 Q2 - filed July 28, 2025
- WealthPlan Investment Management 2025 Q1 - filed May 12, 2025
- WealthPlan Investment Management 2024 Q4 - filed Jan. 30, 2025
- WealthPlan Investment Management 2024 Q3 - filed Nov. 5, 2024
- WealthPlan Investment Management 2024 Q2 - filed Aug. 9, 2024
- WealthPlan Investment Management 2024 Q1 - filed May 16, 2024
- WealthPlan Investment Management 2023 Q4 - filed Jan. 5, 2024
- WealthPlan Investment Management 2023 Q3 restated - filed Nov. 15, 2023
- WealthPlan Investment Management 2023 Q3 - filed Nov. 9, 2023
- WealthPlan Investment Management 2023 Q2 restated - filed Aug. 14, 2023
- WealthPlan Investment Management 2023 Q2 - filed July 25, 2023
- WealthPlan Investment Management 2023 Q1 - filed May 8, 2023
- WealthPlan Investment Management 2022 Q4 - filed Feb. 15, 2023
- WealthPlan Investment Management 2022 Q3 - filed Dec. 12, 2022
- WealthPlan Investment Management 2022 Q1 - filed Sept. 7, 2022