WealthPlan Investment Management, LLC
Holdings in POET
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $137,709 | 21,755 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $114,982 | 20,755 | Shares | Sole | 2025-10-27 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $137,709 | 21,755 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $114,982 | 20,755 | Shares | Sole | 2025-10-27 |