WealthPlan Investment Management, LLC

Position in CHRW — C. H. Robinson Worldwide, Inc.

CIK 1929986 OMAHA, NE

Position in CHRW

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

Position Value

$482,526

+$61,207 QoQ

Shares Held

2,562

+1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#528

of 882 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $908,382 across 2 Integrated Freight & Logistics names. CHRW ranks #1 (53.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CHRW	C. H. Robinson Worldwide, Inc. This page	2,562	$482,526
2	FDX	Fedex Corp	1,360	$425,856

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$482,526	2,562	+1.0%	Shares	Sole	2026-07-28
2026-03-31	$421,319	2,537	-0.3%	Shares	Sole	2026-04-29
2025-12-31	$408,973	2,544	-2.9%	Shares	Sole	2026-02-05
2025-09-30	$346,755	2,619	+0.6%	Shares	Sole	2025-10-27
2025-06-30	$249,757	2,603	-2.5%	Shares	Sole	2025-07-28
2025-03-31	$273,305	2,669	-10.0%	Shares	Sole	2025-05-12
2024-12-31	$306,343	2,965	-41.1%	Shares	Sole	2025-01-30
2024-09-30	$555,492	5,033	+0.9%	Shares	Sole	2024-11-05
2024-06-30	$439,718	4,990	-1.3%	Shares	Sole	2024-08-09
2024-03-31	$385,039	5,057	-16.1%	Shares	Sole	2024-05-16
2023-12-31	$520,758	6,028	-60.0%	Shares	Sole	2024-01-05
2023-09-30	$1,297,720	15,067	+60.9%	Shares	Sole	2023-11-15
2023-06-30	$883,304	9,362	-90.2%	Shares	Sole	2023-08-14
2023-03-31	$9,503,249	95,635	-42.3%	Shares	Sole	2023-05-08
2022-12-31	$15,185,866	165,857	+1.3%	Shares	Sole	2023-02-15
2022-09-30	$15,766,428	163,705	+12.1%	Shares	Sole	2022-12-12
2022-03-31	$15,731,907	146,058	—	Shares	Sole	2022-09-07
No filing history on record for this holder in this stock.