WealthPlan Investment Management, LLC
Holdings in FSCO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $602,185 | 95,585 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $744,296 | 107,713 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $849,768 | 117,048 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $920,525 | 130,571 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $1,009,857 | 148,073 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $1,082,929 | 170,540 | Shares | Sole | 2024-11-05 |
| 2024-06-30 | $1,164,467 | 182,805 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $1,164,408 | 196,359 | Shares | Sole | 2024-05-16 |
| 2023-12-31 | $1,172,680 | 206,822 | Shares | Sole | 2024-01-05 |
| 2023-09-30 | $1,141,105 | 210,536 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $669 | 141 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $152,980 | 34,455 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $1,825,647 | 387,611 | Shares | Sole | 2023-02-15 |