Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002009530-25-000003
Filing Date
2025-05-12
Accepted
2025-05-09 18:02:04
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-12

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2056
2 WPP 13F Q1 2025 13FWPIM033125.html INFORMATION TABLE  
2 WPP 13F Q1 2025 13FWPIM033125.xml INFORMATION TABLE 162982
  Complete submission text file 0002009530-25-000003.txt   166287
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.: 25932006