WealthPlan Investment Management, LLC
Position in EW — Edwards Lifesciences Corp
CIK 1929986
OMAHA, NE
Position in EW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$719,246
+$149,958 QoQ
Shares Held
7,951
+11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#177
of 455 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026WealthPlan Investment Management, LLC holds $3,421,799 across 5 Medical Devices names. EW ranks #2 (21.0% of the industry book) .
All Filings in EW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,246 | 7,951 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $569,288 | 7,109 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $597,517 | 7,009 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $553,335 | 7,075 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $507,360 | 7,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $510,807 | 6,900 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $455,331 | 6,900 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $637,353 | 6,900 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $659,364 | 6,900 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $526,125 | 6,900 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $478,032 | 6,900 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $650,877 | 6,900 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $570,837 | 6,900 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $537,415 | 7,203 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $594,770 | 7,198 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $875,483 | 7,437 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||