WealthPlan Investment Management, LLC
Position in MSIF — Msc Income Fund, Inc.
CIK 1929986
OMAHA, NE
Position in MSIF
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$142,225
-$17,255 QoQ
Shares Held
11,677
-3.8% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSIF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WealthPlan Investment Management, LLC holds $3,428,150 across 5 Asset Management names.
All Filings in MSIF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $142,225 | 11,677 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $159,480 | 12,137 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||