Chief Compliance Officer

0001929986-23-000005.txt : 20231115 0001929986-23-000005.hdr.sgml : 20231115 20231115110013 ACCESSION NUMBER: 0001929986-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231115 DATE AS OF CHANGE: 20231115 EFFECTIVENESS DATE: 20231115 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WealthPlan Investment Management, LLC CENTRAL INDEX KEY: 0001929986 IRS NUMBER: 854122522 STATE OF INCORPORATION: NE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-22654 FILM NUMBER: 231409487 BUSINESS ADDRESS: STREET 1: 101 S 108TH AVE STREET 2: 3RD FLOOR CITY: OMAHA STATE: NE ZIP: 68154 BUSINESS PHONE: 4026910200 MAIL ADDRESS: STREET 1: 101 S 108TH AVE STREET 2: 3RD FLOOR CITY: OMAHA STATE: NE ZIP: 68154 13F-HR/A 1 primary_doc.xml X0202 13F-HR/A LIVE false true false 0001929986 XXXXXXXX 09-30-2023 09-30-2023 true 1 RESTATEMENT WealthPlan Investment Management, LLC

101 S 108TH AVE 3RD FLOOR OMAHA NE 68154

13F HOLDINGS REPORT 028-22654 000000311 801-120004 N Kevin Zemann Chief Compliance Officer 4026307234 Kevin Zemann Omaha NE 11-15-2023 0 180 565712431 false INFORMATION TABLE 2 WPIM_13f.xml WPIM 13F Q3 2023 ABBOTT LABS COM 002824100 9033122 93269 SH SOLE 0 0 0 93269 ABBVIE INC COM 00287Y109 9881698 66293 SH SOLE 0 0 0 66293 ACUSHNET HLDGS CORP COM 005098108 816965 15403 SH SOLE 0 0 0 15403 ADOBE INC COM 00724F101 1945778 3816 SH SOLE 0 0 0 3816 AGNC INVT CORP COM 00123Q104 99904 10583 SH SOLE 0 0 0 10583 AIM ETF PRODUCTS TRUST U S LRGCP 6M APR 00888H877 2318922 85144 SH SOLE 0 0 0 85144 AIR PRODS & CHEMS INC COM 009158106 8147799 28750 SH SOLE 0 0 0 28750 ALPHABET INC CAP STK CL A 02079K305 2673993 20434 SH SOLE 0 0 0 20434 ALPHABET INC CAP STK CL C 02079K107 10457024 79310 SH SOLE 0 0 0 79310 ALTRIA GROUP INC COM 02209S103 473045 11250 SH SOLE 0 0 0 11250 AMAZON COM INC COM 023135106 5834045 45894 SH SOLE 0 0 0 45894 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 5592523 105939 SH 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