WealthPlan Investment Management, LLC
Holdings in MSM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,417,334 | 76,306 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $12,504,595 | 135,713 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $12,073,605 | 142,009 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $9,785,099 | 125,983 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $9,070,876 | 121,447 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $10,521,351 | 122,256 | Shares | Sole | 2024-11-05 |
| 2024-06-30 | $9,759,492 | 123,055 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $12,032,086 | 123,991 | Shares | Sole | 2024-05-16 |
| 2023-12-31 | $12,798,757 | 126,395 | Shares | Sole | 2024-01-05 |
| 2023-09-30 | $12,245,979 | 124,768 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $2,751,781 | 28,881 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $10,946,376 | 130,314 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $18,960,772 | 232,078 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $16,832,361 | 231,182 | Shares | Sole | 2022-12-12 |
| 2022-03-31 | $18,206,309 | 213,664 | Shares | Sole | 2022-09-07 |