Position in INTC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,251,894
+$9,797,103 QoQ
Shares Held
102,069
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#612
of 3,546 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTC Over Time
Shares Held
Position Value (USD)
Derivatives in INTC
reported options exposure · as of Jun 30, 2026CallValue
$13,963
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026WealthPlan Investment Management, LLC holds $118,557,814 across 10 Semiconductors names. INTC ranks #2 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
262,484 | $52,520,423 | |
| 2 | INTC |
Intel Corp
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|
102,069 | $14,251,894 | |
| 3 | AVGO |
Broadcom Inc.
|
35,818 | $13,530,249 | |
| 4 | MU |
Micron Technology Inc
|
9,983 | $11,523,276 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
18,847 | $10,948,410 | |
| 6 | TXN |
Texas Instruments Inc
|
17,878 | $5,328,895 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
10,564 | $3,146,909 | |
| 8 | QCOM |
Qualcomm Inc/De
|
16,873 | $3,117,960 |
All Filings in INTC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,963 | 100 | Call | Sole | 2026-07-28 | |
| 2026-06-30 | $14,251,894 | 102,069 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $4,454,791 | 100,947 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,653,700 | 71,916 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,407,950 | 71,772 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,601,084 | 71,477 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,491,638 | 65,682 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,308,122 | 65,243 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,482,366 | 63,187 | Shares | Sole | 2024-11-05 | |
| 2023-03-31 | $65,340 | 2,000 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,932,645 | 110,959 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $2,783,675 | 108,020 | Shares | Other | 2022-12-12 | |
| 2022-03-31 | $5,424,639 | 109,456 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||