WealthPlan Investment Management, LLC
Position in DIAL — Columbia Diversified Fixed Income Allocation ETF
CIK 1929986
OMAHA, NE
All Filings in DIAL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DIAL | $212,548 | 11,756 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 DIAL | $215,781 | 11,756 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 DIAL | $216,898 | 11,756 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 DIAL | $214,076 | 11,756 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 DIAL | $210,179 | 11,755 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 DIAL | $206,030 | 11,753 | Shares | Sole | 2025-01-30 | |
| 2023-06-30 DIAL | $38,830 | 2,205 | Shares | Other | 2023-08-14 | |
| 2023-03-31 DIAL | $43,352 | 2,426 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 DIAL | $219,444 | 12,692 | Shares | Other | 2023-02-15 | |
| 2022-09-30 DIAL | $208,003 | 12,433 | Shares | Other | 2022-12-12 | |
| 2022-03-31 DIAL | $322,695 | 16,557 | Shares | Other | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||