WealthPlan Investment Management, LLC

Position in TMUS — T-Mobile US, Inc.

CIK 1929986 OMAHA, NE

Position in TMUS

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

Position Value

$2,736,179

-$1,176,259 QoQ

Shares Held

16,313

-12.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#549

of 1,625 holders

Holding Since

Mar 2023

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $10,465,153 across 5 Telecom Services names. TMUS ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	121,780	$5,156,164
2	TMUS	T-Mobile US, Inc. This page	16,313	$2,736,179
3	T	At&T Inc.	92,345	$1,911,541
4	ECHO	EchoStar CORP	4,089	$415,033
5	CMCSA	Comcast Corp	10,030	$246,236

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,736,179	16,313	-12.4%	Shares	Sole	2026-07-28
2026-03-31	$3,912,438	18,628	+46.8%	Shares	Sole	2026-04-29
2025-12-31	$2,576,374	12,689	+578.6%	Shares	Sole	2026-02-05
2025-09-30	$447,640	1,870	+0.6%	Shares	Sole	2025-10-27
2025-06-30	$442,687	1,858	+2193.8%	Shares	Sole	2025-07-28
2023-06-30	$11,250	81	0.0%	Shares	Sole	2023-08-14
2023-03-31	$11,732	81	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.