Entity Type
Company
- Info
- Portfolio
Filer Snapshot
WealthPLAN Partners, LLC SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0001639943.
Total Filings
41
Latest Filing
12 Feb 2026
Industry
n/a
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 12 Feb 2026 for CIK 0001639943.
- Business address
- 101 So. 108 Th Ave, 2 Nd Floor, Omaha, NE, 68154
- Top securities (13F)
- AAPL, BRKB, PAAA, NVDA, IVV, DGRO, AMZN, BUFR, QQQ, VTI, MSFT, HEQT, GOOG, CLOI, IVW, COST, BFLB, HELO, WMT, and JPM
- State of incorporation
- NE
- Fiscal year end
- 15 December
- Former names
- Feltz Wealth PLAN Inc. (to 19 Apr 2017)
Quick Takeaways
- WealthPLAN Partners, LLC is an SEC filer tracked under CIK 0001639943.
- 41 filings are listed on this profile.
- Common form coverage includes 13F-HR, N-PX.
What Changed
- Latest filing: 13F-HR filed on 12 Feb 2026.
- Report period: 31 Dec 2025.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Source Evidence
Source: SEC Form 13F
View Source Filing
13F-HR filed on 12 Feb 2026 for CIK 0001639943.
Return Loop
Why revisit this filer page
A newly filed 13F-HR can change the filing history, ownership context, or next research path for WealthPLAN Partners, LLC.
- Latest source-backed update
- 13F-HR filed 12 Feb 2026
- Why come back
- Revisit after a new SEC filing appears to compare the updated record with prior filings.
- Latest filing on record: 13F-HR filed 12 Feb 2026.
- Save this filer if you want a stable place to return after the next filing cycle.
- Open the latest filing table or ownership context to verify what changed.
Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.
Latest update
What changed recently for WealthPLAN Partners, LLC
Latest 13F period: Q4 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
12 Feb 2026
Page type
Filer profile
Latest period
Q4 2025
Institutional portfolio context was refreshed from a 13F filing filed on 12 Feb 2026.
Benchmark Context
Benchmark context for this company
WealthPLAN Partners, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
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Why this is notable
Latest 13F period: Q4 2025. That gives you a fresh baseline before you compare this company with peers.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
Filer Overview
WealthPLAN Partners, LLC has filed 41 SEC EDGAR filings since 04 May 2015. Common forms include 13F-HR, N-PX.
Latest Filings
Recent SEC filings for WealthPLAN Partners, LLC with direct links to document and filing folders.
About this filer
WealthPLAN Partners, LLC files with the SEC under CIK 0001639943. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.