WealthPLAN Partners, LLC

Entity
Company
Business address
101 So. 108 Th Ave, 2 Nd Floor, 68154 Omaha, NE
Phone
402-630-7234
State of incorporation
NE
Fiscal year end
December 15
Former names
Feltz Wealth PLAN Inc. (to 4/19/2017)
Signature 13F
Kevin Zemann - Compliance Consultant
All SEC filings
View on sec.gov
WealthPLAN Partners, LLC has filed 39 SEC EDGAR filings since 5/4/2015

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Jul 28, 2025 Jun 30, 2025 028-16867
13F-HR Open Document Open Filing Jul 28, 2025 Jun 30, 2025 028-16867
13F-HR Open Document Open Filing May 12, 2025 Mar 31, 2025 028-16867
13F-HR Open Document Open Filing Jan 30, 2025 Dec 31, 2024 028-16867
13F-HR Open Document Open Filing Nov 5, 2024 Sep 30, 2024 028-16867
N-PX Open Document Open Filing Aug 30, 2024 Jun 30, 2024 028-16867
13F-HR Open Document Open Filing Aug 9, 2024 Jun 30, 2024 028-16867
13F-HR Open Document Open Filing May 7, 2024 Mar 31, 2024 028-16867
13F-HR Open Document Open Filing Jan 5, 2024 Dec 31, 2023 028-16867
13F-HR Open Document Open Filing Nov 2, 2023 Sep 30, 2023 028-16867
13F-HR Open Document Open Filing Jul 31, 2023 Jun 30, 2023 028-16867
13F-HR Open Document Open Filing May 10, 2023 Mar 31, 2023 028-16867
13F-HR Open Document Open Filing Feb 16, 2023 Dec 31, 2022 028-16867
13F-HR Open Document Open Filing May 3, 2022 Mar 31, 2022 028-16867
13F-HR Open Document Open Filing Feb 1, 2022 Dec 31, 2021 028-16867
13F-HR Open Document Open Filing Dec 9, 2021 Sep 30, 2021 028-16867
13F-HR Open Document Open Filing Aug 19, 2021 Jun 30, 2021 028-16867
13F-HR Open Document Open Filing May 11, 2021 Mar 31, 2021 028-16867
13F-HR Open Document Open Filing Feb 9, 2021 Dec 31, 2020 028-16867
13F-HR Open Document Open Filing Dec 18, 2020 Sep 30, 2020 028-16867
13F-HR Open Document Open Filing Aug 19, 2020 Jun 30, 2020 028-16867
13F-HR Open Document Open Filing May 15, 2020 Mar 31, 2020 028-16867
13F-HR Open Document Open Filing Feb 14, 2020 Dec 31, 2019 028-16867
13F-HR Open Document Open Filing Nov 15, 2019 Sep 30, 2019 028-16867
13F-HR Open Document Open Filing Aug 19, 2019 Jun 30, 2019 028-16867
13F-HR Open Document Open Filing May 16, 2019 Mar 31, 2019 028-16867
13F-HR Open Document Open Filing Feb 20, 2019 Dec 31, 2018 028-16867
13F-HR Open Document Open Filing Nov 21, 2018 Sep 30, 2018 028-16867
13F-HR Open Document Open Filing Aug 16, 2018 Jun 30, 2018 028-16867
13F-HR Open Document Open Filing May 16, 2018 Mar 31, 2018 028-16867
13F-HR Open Document Open Filing Feb 16, 2018 Dec 31, 2017 028-16867
13F-HR Open Document Open Filing Nov 14, 2017 Sep 30, 2017 028-16867
13F-HR Open Document Open Filing Aug 11, 2017 Jun 30, 2017 028-16867
13F-HR Open Document Open Filing Apr 19, 2017 Mar 31, 2017 028-16867
13F-HR Open Document Open Filing Dec 9, 2016 Sep 30, 2016 028-16867
13F-HR Open Document Open Filing Aug 8, 2016 Jun 30, 2016 028-16867
13F-HR Open Document Open Filing Mar 24, 2016 Dec 31, 2015 028-16867
13F-HR Open Document Open Filing Aug 10, 2015 Jun 30, 2015 028-16867
13F-HR Open Document Open Filing May 4, 2015 Mar 31, 2015 028-16867