Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001929986-25-000001
Filing Date
2025-01-30
Accepted
2025-01-30 12:29:38
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-01-30

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2057
2 WPIM13f1224.html INFORMATION TABLE  
2 WPIM13f1224.xml INFORMATION TABLE 158044
  Complete submission text file 0001929986-25-000001.txt   161326
Mailing Address 101 S 108TH AVE 3RD FLOOR OMAHA NE 68154
Business Address 101 S 108TH AVE 3RD FLOOR OMAHA NE 68154 4026910200
WealthPlan Investment Management, LLC (Filer) CIK: 0001929986 (see all company filings)

EIN.: 854122522 | State of Incorp.: NE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22654 | Film No.: 25572092