Managers / Q4 2020 · view latest →
WealthPLAN Partners, LLC
CIK 0001639943 · 101 SO. 108TH AVE, 2ND FLOOR, OMAHA, NE, 68154 · 402-630-7234
Reported Value
$1.2B
Q4 2020
Positions
468
Filings on Record
28
2019–present window
Filed
Feb 9, 2021
original filing
Summary
Wealthplan Partners, Llc reported $1.2B in U.S.-listed holdings across 468 positions for Q4 2020.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $518M | 275 | Apr 29, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $669M | 324 | Feb 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $667M | 289 | Oct 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $621M | 303 | Jul 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $709M | 303 | May 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $705M | 300 | Jan 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $745M | 316 | Nov 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $931M | 403 | Aug 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $966M | 409 | May 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $973M | 428 | Jan 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $861M | 427 | Nov 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $707M | 2,516 | Jul 31, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $879M | 2,646 | May 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.43T | 513 | Feb 16, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.4B | 508 | May 3, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.5B | 498 | Feb 1, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.4B | 472 | Aug 19, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.3B | 452 | May 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.2B | 468 | Feb 9, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $966M | 465 | Aug 19, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $771M | 390 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $847M | 376 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $732M | 362 | Nov 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $664M | 356 | Aug 19, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $641M | 433 | May 16, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $622M | 432 | Feb 20, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.