WealthPlan Investment Management, LLC
Holdings in ZLAB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $648,464 | 36,761 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $1,245,830 | 36,761 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $1,285,532 | 36,761 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $1,423,663 | 39,393 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $1,031,702 | 39,393 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $950,947 | 39,393 | Shares | Sole | 2024-11-05 |
| 2024-06-30 | $682,680 | 39,393 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $631,075 | 39,393 | Shares | Sole | 2024-05-16 |
| 2023-12-31 | $1,076,610 | 39,393 | Shares | Sole | 2024-01-05 |
| 2023-09-30 | $957,643 | 39,393 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $1,331 | 48 | Shares | Other | 2023-07-25 |
| 2023-03-31 | $1,310,211 | 39,393 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $1,209,365 | 39,393 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $1,347,240 | 39,393 | Shares | Sole | 2022-12-12 |
| 2022-03-31 | $1,739,101 | 39,543 | Shares | Sole | 2022-09-07 |