Skip to content
Disclosery

WR Wealth Planners, LLC: AMD position timeline

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

WR Wealth Planners, LLC held 1,656 AMD 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 1,656 shares
    Change vs previous 13F -369 shares

    0.06% of the 13F portfolio, value $200,028.

    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 2,025 shares
    Change vs previous 13F +271 shares

    0.09% of the 13F portfolio, value $332,262.

    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 1,754 shares
    Change vs previous 13F -1,829 shares

    0.09% of the 13F portfolio, value $284,516.

    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 3,583 shares
    Change vs previous 13F -135 shares

    0.2% of the 13F portfolio, value $646,696.

    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 3,718 shares
    Change vs previous 13F +260 shares

    0.2% of the 13F portfolio, value $548,070.

    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 3,458 shares
    Change vs previous 13F -224 shares

    0.14% of the 13F portfolio, value $355,552.

    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 3,682 shares
    Change vs previous 13F -2,387 shares

    0.16% of the 13F portfolio, value $419,417.

    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 6,069 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $594,823.

    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).