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Disclosery

WR Wealth Planners, LLC: AFL position timeline

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

WR Wealth Planners, LLC held 8,956 AFL 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 8,956 shares
    Change vs previous 13F -1,051 shares

    0.3% of the 13F portfolio, value $926,409.

    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 10,007 shares
    Change vs previous 13F +213 shares

    0.31% of the 13F portfolio, value $1,118,783.

    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 9,794 shares
    Change vs previous 13F +419 shares

    0.27% of the 13F portfolio, value $874,702.

    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 9,375 shares
    Change vs previous 13F +151 shares

    0.25% of the 13F portfolio, value $804,938.

    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 9,224 shares
    Change vs previous 13F +1,102 shares

    0.28% of the 13F portfolio, value $760,980.

    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 8,122 shares
    Change vs previous 13F +375 shares

    0.24% of the 13F portfolio, value $623,364.

    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 7,747 shares
    Change vs previous 13F +316 shares

    0.21% of the 13F portfolio, value $540,741.

    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 7,431 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $479,448.

    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).