WR Wealth Planners, LLC: ACM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WR Wealth Planners, LLC on ACM, newest first. How the timeline and the estimate are built.
WR Wealth Planners, LLC held 5,431 ACM shares at 2024-12-31 per its 13F-HR filed 2025-02-05.
the latest 13F is the newest step
- period ended2024-12-3113F 5,431 sharesChange vs previous 13F -647 shares
0.19% of the 13F portfolio, value $580,139.
13F-HR 0002031978-25-000001 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,078 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $627,675.
13F-HR 0002031978-24-000010 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).