WealthPlan Investment Management, LLC

Position in C — Citigroup Inc

CIK 1929986 OMAHA, NE

Position in C

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$421,979

+$117,020 QoQ

Shares Held

3,015

+12.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,807

of 2,621 holders

Holding Since

Mar 2023

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $13,589,841 across 5 Banks - Diversified names. C ranks #4 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	29,282	$9,584,876
2	BAC	Bank Of America Corp /De/	40,909	$2,330,994
3	WFC	Wells Fargo & Company/Mn	11,531	$952,921
4	C	Citigroup Inc This page	3,015	$421,979
5	RY	Royal Bank Of Canada	1,445	$299,071

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$421,979	3,015	+12.1%	Shares	Sole	2026-07-28
2026-03-31	$304,959	2,689	-55.1%	Shares	Sole	2026-04-29
2025-12-31	$699,439	5,994	-24.5%	Shares	Sole	2026-02-05
2025-09-30	$806,214	7,943	+7.8%	Shares	Sole	2025-10-27
2025-06-30	$627,164	7,368	+4563.3%	Shares	Sole	2025-07-28
2023-06-30	$7,274	158	0.0%	Shares	Sole	2023-08-14
2023-03-31	$7,408	158	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.