WealthPlan Investment Management, LLC
Position in ROP — Roper Technologies Inc
CIK 1929986
OMAHA, NE
Position in ROP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$419,941
-$265,131 QoQ
Shares Held
1,241
-35.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#663
of 1,070 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WealthPlan Investment Management, LLC holds $5,223,203 across 7 Software - Application names. ROP ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
23,907 | $1,725,128 | |
| 2 | ADBE |
Adobe Inc.
|
5,809 | $1,190,961 | |
| 3 | NOW |
ServiceNow, Inc.
|
8,540 | $847,850 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,331 | $522,026 | |
| 5 | ROP |
Roper Technologies Inc
This page
|
1,241 | $419,941 | |
| 6 | SHOP |
Shopify Inc.
|
2,615 | $298,579 | |
| 7 | INTU |
Intuit Inc.
|
838 | $218,718 |
All Filings in ROP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,941 | 1,241 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $685,072 | 1,936 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,641,194 | 3,687 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,413,533 | 6,845 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,026,831 | 7,104 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,431,945 | 5,821 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,058,797 | 5,884 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,773,296 | 4,984 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,026,921 | 3,596 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,963,500 | 3,501 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,799,061 | 3,300 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,547,758 | 3,196 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $712,545 | 1,482 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,337,494 | 3,035 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,831,053 | 6,552 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,573,224 | 7,155 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $3,726,366 | 7,891 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||