WealthPlan Investment Management, LLC

Position in DOV — DOVER Corp

CIK 1929986 OMAHA, NE

Position in DOV

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

Position Value

$2,205,345

-$310,646 QoQ

Shares Held

9,833

-18.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#366

of 1,161 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $17,429,086 across 9 Specialty Industrial Machinery names. DOV ranks #4 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	5,531	$6,498,150
2	EMR	Emerson Electric Co	29,179	$4,176,973
3	GGG	Graco Inc	36,172	$2,734,964
4	DOV	DOVER Corp This page	9,833	$2,205,345
5	AOS	Smith A O Corp	9,442	$592,202
6	XYL	Xylem Inc.	3,942	$465,983
7	ETN	Eaton Corp plc	1,054	$449,130
8	ROK	Rockwell Automation, Inc	530	$262,392

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,205,345	9,833	-18.5%	Shares	Sole	2026-07-28
2026-03-31	$2,515,991	12,070	-40.2%	Shares	Sole	2026-04-29
2025-12-31	$3,942,871	20,195	-47.0%	Shares	Sole	2026-02-05
2025-09-30	$6,358,892	38,116	-3.4%	Shares	Sole	2025-10-27
2025-06-30	$7,231,721	39,468	+13.6%	Shares	Sole	2025-07-28
2025-03-31	$6,103,123	34,740	-2.5%	Shares	Sole	2025-05-12
2024-12-31	$6,685,876	35,639	-0.5%	Shares	Sole	2025-01-30
2024-09-30	$6,870,427	35,832	+4.4%	Shares	Sole	2024-11-05
2024-06-30	$6,192,683	34,318	—	Shares	Sole	2024-08-09
2023-06-30	$56	0	-100.0%	Shares	Sole	2023-08-14
2023-03-31	$16,713	110	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.