WealthPlan Investment Management, LLC

Position in NVR — Nvr Inc

CIK 1929986 OMAHA, NE

Position in NVR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$211,214

-$6,250 QoQ

Shares Held

-6.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#583

of 679 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $476,790 across 2 Residential Construction names. NVR ranks #2 (44.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TOL	Toll Brothers, Inc.	1,612	$265,576
2	NVR	Nvr Inc This page	31	$211,214

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,214	31	-6.1%	Shares	Other	2026-07-28
2026-03-31	$217,464	33	+17.9%	Shares	Sole	2026-04-29
2025-12-31	$204,197	28	-26.3%	Shares	Sole	2026-02-05
2025-09-30	$305,317	38	0.0%	Shares	Sole	2025-10-27
2025-06-30	$280,655	38	-15.6%	Shares	Sole	2025-07-28
2025-03-31	$325,997	45	+28.6%	Shares	Sole	2025-05-12
2024-12-31	$286,261	35	0.0%	Shares	Sole	2025-01-30
2024-09-30	$343,412	35	-2.8%	Shares	Sole	2024-11-05
2024-06-30	$273,188	36	0.0%	Shares	Sole	2024-08-09
2024-03-31	$291,598	36	0.0%	Shares	Sole	2024-05-16
2023-12-31	$252,016	36	-2.7%	Shares	Sole	2024-01-05
2023-09-30	$220,642	37	+428.6%	Shares	Sole	2023-11-15
2023-06-30	$44,454	7	-81.1%	Shares	Sole	2023-08-14
2023-03-31	$206,171	37	-24.5%	Shares	Sole	2023-05-08
2022-12-31	$226,016	49	-14.0%	Shares	Sole	2023-02-15
2022-09-30	$227,263	57	-89.9%	Shares	Sole	2022-12-12
2022-03-31	$2,519,540	564	—	Shares	Sole	2022-09-07
No filing history on record for this holder in this stock.