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WR Wealth Planners, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WR Wealth Planners, LLC on AAPL, newest first. How the timeline and the estimate are built.

WR Wealth Planners, LLC held 34,133 AAPL shares at 2024-12-31 per its 13F-HR filed 2025-02-05.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 34,133 shares
    Change vs previous 13F -1,787 shares

    2.75% of the 13F portfolio, value $8,547,671.

    13F-HR 0002031978-25-000001 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 35,920 shares
    Change vs previous 13F -308 shares

    2.33% of the 13F portfolio, value $8,369,268.

    13F-HR 0002031978-24-000010 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 36,228 shares
    Change vs previous 13F -456 shares

    2.33% of the 13F portfolio, value $7,630,247.

    13F-HR 0002031978-24-000004 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 36,684 shares
    Change vs previous 13F -4,421 shares

    1.96% of the 13F portfolio, value $6,290,526.

    13F-HR 0002031978-24-000003 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 41,105 shares
    Change vs previous 13F +1,545 shares

    2.94% of the 13F portfolio, value $7,913,885.

    13F-HR 0002031978-24-000001 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 39,560 shares
    Change vs previous 13F -78 shares

    2.58% of the 13F portfolio, value $6,773,036.

    13F-HR 0002031978-24-000007 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 39,638 shares
    Change vs previous 13F +860 shares

    2.98% of the 13F portfolio, value $7,688,665.

    13F-HR 0002031978-24-000006 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 38,778 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $6,394,412.

    13F-HR 0002031978-24-000005 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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