Skip to content
Disclosery

WR Wealth Planners, LLC: AEG position timeline

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

WR Wealth Planners, LLC held 0 AEG shares at 2023-12-31 per its 13F-HR filed 2024-07-30.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -547 shares

    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).

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

  2. period ended2023-09-30
    13F 547 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,626.

    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).

  3. period ended2023-06-30
    13F 547 shares
    Change vs previous 13F -51 shares

    <0.01% of the 13F portfolio, value $2,773.

    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).

  4. period ended2023-03-31
    13F 598 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,571.

    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).