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WR Wealth Planners, LLC: ALC position timeline

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

WR Wealth Planners, LLC held 7,325 ALC 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 7,325 shares
    Change vs previous 13F -836 shares

    0.2% of the 13F portfolio, value $621,819.

    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 8,161 shares
    Change vs previous 13F +336 shares

    0.23% of the 13F portfolio, value $816,671.

    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 7,825 shares
    Change vs previous 13F +320 shares

    0.21% of the 13F portfolio, value $697,051.

    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 7,505 shares
    Change vs previous 13F +89 shares

    0.19% of the 13F portfolio, value $625,091.

    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 7,416 shares
    Change vs previous 13F +959 shares

    0.22% of the 13F portfolio, value $579,338.

    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 6,457 shares
    Change vs previous 13F +1,457 shares

    0.19% of the 13F portfolio, value $497,576.

    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 5,000 shares
    Change vs previous 13F +177 shares

    0.16% of the 13F portfolio, value $410,550.

    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 4,823 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $340,214.

    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).