SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form 13F-HR/A - Quarterly report filed by institutional managers, Holdings: [Amend]
SEC Accession No. 0001929986-23-000005
Filing Date
2023-11-15
Accepted
2023-11-15 11:00:13
Documents
2
Period of Report
2023-09-30
Effectiveness Date
2023-11-15

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR/A  
1 primary_doc.xml 13F-HR/A 2229
2 WPIM 13F Q3 2023 WPIM_13f.html INFORMATION TABLE  
2 WPIM 13F Q3 2023 WPIM_13f.xml INFORMATION TABLE 89327
  Complete submission text file 0001929986-23-000005.txt   92782
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)

IRS No.: 854122522 | State of Incorp.: NE | Fiscal Year End: 1231
Type: 13F-HR/A | Act: 34 | File No.: 028-22654 | Film No.: 231409487