WealthPlan Investment Management, LLC

Entity
Company
Business address
101 S 108 Th Ave, 3 Rd Floor, 68154 Omaha, NE
Phone
4026910200
State of incorporation
NE
Fiscal year end
December 31
Signature 13F
Kevin Zemann - Compliance Consultant
All SEC filings
View on sec.gov
WealthPlan Investment Management, LLC has filed 16 SEC EDGAR filings since 9/7/2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Jul 28, 2025 Jun 30, 2025 028-22654
13F-HR Open Document Open Filing May 12, 2025 Mar 31, 2025 028-22654
13F-HR Open Document Open Filing Jan 30, 2025 Dec 31, 2024 028-22654
13F-HR Open Document Open Filing Nov 5, 2024 Sep 30, 2024 028-22654
N-PX Open Document Open Filing Aug 30, 2024 Aug 30, 2024 028-22654
13F-HR Open Document Open Filing Aug 9, 2024 Jun 30, 2024 028-22654
13F-HR Open Document Open Filing May 16, 2024 Mar 31, 2024 028-22654
13F-HR Open Document Open Filing Jan 5, 2024 Dec 31, 2023 028-22654
13F-HR/A Open Document Open Filing Nov 15, 2023 Sep 30, 2023 028-22654
13F-HR Open Document Open Filing Nov 9, 2023 Sep 30, 2023 028-22654
13F-HR/A Open Document Open Filing Aug 14, 2023 Jun 30, 2023 028-22654
13F-HR Open Document Open Filing Jul 25, 2023 Jun 30, 2023 028-22654
13F-HR Open Document Open Filing May 8, 2023 Mar 31, 2023 028-22654
13F-HR Open Document Open Filing Feb 15, 2023 Dec 31, 2022 028-22654
13F-HR Open Document Open Filing Dec 12, 2022 Sep 30, 2022 028-22654
13F-HR Open Document Open Filing Sep 7, 2022 Mar 31, 2022 028-22654