WealthPlan Investment Management, LLC
Position in MBSF — REGAN FLOATING RATE MBS ETF
CIK 1929986
OMAHA, NE
All Filings in MBSF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MBSF | $3,158,214 | 123,803 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 MBSF | $9,579,228 | 373,532 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 MBSF | $11,908,422 | 467,547 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 MBSF | $11,350,887 | 444,784 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 MBSF | $9,908,187 | 389,228 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 MBSF | $9,365,945 | 368,738 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 MBSF | $9,506,295 | 370,905 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||