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CIK 0001639943 • 7 13F filings • May 12, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("wealthplan-partners-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 |
| 0001639943-25-000002 |
| $667.2M |
| View |
| Jul 28, 2026 | Q2 2026 | 13F-HR | 0001639943-26-000004 | $2.55B | View |
| Jul 28, 2025 | Q2 2025 | 13F-HR | 0001929986-25-000005 | $647.9M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001639943-26-000003 | $517.6M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0002009530-25-000004 | $709.4M | View |