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Disclosery

LifePro Asset Management: WFRD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifePro Asset Management on WFRD, newest first. How the timeline and the estimate are built.

LifePro Asset Management held 0 WFRD shares at 2024-06-30 per its 13F-HR filed 2024-07-10.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -29,959 shares

    13F-HR 0001213900-24-060518 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-03-31
    13F 29,959 shares
    Change vs previous 13F -1,802 shares

    2.28% of the 13F portfolio, value $3,457,868.

    13F-HR 0001213900-24-036051 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-12-31
    13F 31,761 shares
    Change vs previous 13F -2,630 shares

    2.4% of the 13F portfolio, value $3,107,179.

    13F-HR 0001213900-24-014539 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-09-30
    13F 34,391 shares
    Change vs previous 13F +10,143 shares

    2.56% of the 13F portfolio, value $3,106,539.

    13F-HR 0001013762-23-002096 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-06-30
    13F 24,248 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,610,552.

    13F-HR 0001213900-23-056248 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).