WealthPlan Investment Management, LLC
Holdings in RR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $430,113 | 133,162 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $549,557 | 128,102 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $281,410 | 144,313 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $257,128 | 129,863 | Shares | Sole | 2025-05-12 |