WealthPlan Investment Management, LLC

Q3 2026 13F Holdings

Location
Omaha, NE
Holdings as of
9/30/2026
Value
$2.07B
Value excl. options
$2.06B
Num holdings
519
Date filed
10/15/2026
Form type
13F-HR
Prev filing
7/28/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type