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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001929986-24-000003
Filing Date
2024-08-09
Accepted
2024-08-09 13:03:23
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-08-09

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2061
2 Q3 2024 WPIM WPIM13f0624.html INFORMATION TABLE  
2 Q3 2024 WPIM WPIM13f0624.xml INFORMATION TABLE 98247
  Complete submission text file 0001929986-24-000003.txt   101560
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 | Act: 34 | File No.: 028-22654 | Film No.: 241191635