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CIK 0001929986 • 7 13F filings • May 12, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("wealthplan-investment-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001929986-25-000008 |
| $1.54B |
| View |
| Jul 28, 2026 | Q2 2026 | 13F-HR | 0001929986-26-000006 | $2.01B | View |
| Jul 28, 2025 | Q2 2025 | 13F-HR | 0001929986-25-000004 | $1.37B | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001929986-26-000005 | $1.79B | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0002009530-25-000003 | $1.74B | View |