WealthPlan Investment Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 5, 2024
Value $
$988M
Signature - Title
David Peterson - Compliance Officer
Location
Omaha, NE
Summary
This page shows a list of all the recent 13F filings made by WealthPlan Investment Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WealthPlan Investment Management, LLC reported 247 stock holdings with total value $988M as of Q3 2024. Top holdings included AAPL, VTI, BRKB, SCHF, and SPAB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 247 $988M +$358M -$68.2M +$289M AAPL, VTI, BRKB, SCHF, SPAB 13F-HR 11/5/2024, 07:22 AM
Q2 2024 184 $661M +$86.2M -$83.5M +$2.67M AAPL, HIGH, GOOG, BRKB, CASY 13F-HR 8/9/2024, 01:03 PM
Q1 2024 181 $655M +$98.8M -$86.8M +$11.9M AAPL, HIGH, BRKB, PEP, ABBV 13F-HR 5/16/2024, 12:26 PM
Q4 2023 190 $624M +$64.4M -$48.2M +$16.2M AAPL, NUE, MSM, BRKB, PEP 13F-HR 1/5/2024, 01:57 PM
Q3 2023 167 $566M +$262M -$15M +$247M AAPL, FLTR, BRKB, MSM, PEP Restatement 11/15/2023, 11:00 AM
Q2 2023 379 $335M +$8.29M -$280M -$272M AAPL, BUFR, FTLS, AMAX, PEP Restatement 8/14/2023, 12:11 PM
Q1 2023 442 $581M +$6.91M -$806M -$799M AAPL, PEP, NUE, WPC, FLTR 13F-HR 5/8/2023, 04:30 PM
Q4 2022 394 $1.36B +$103M -$72.1M +$31.2M AAPL, BRKB, VTI, COWZ, BUFR 13F-HR 2/15/2023, 01:15 PM
Q3 2022 389 $1.16B +$219M -$267M -$48M AAPL, BRKB, VTI, BUFR, DGRO 13F-HR 12/12/2022, 09:44 AM
Q1 2022 389 $1.41B $0 $0 AAPL, VTI, BRKB, BUFR, DGRO 13F-HR 9/7/2022, 05:30 PM