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WR Wealth Planners, LLC: AMZN position timeline

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

WR Wealth Planners, LLC held 34,212 AMZN 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 34,212 shares
    Change vs previous 13F -218 shares

    2.41% of the 13F portfolio, value $7,505,771.

    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 34,430 shares
    Change vs previous 13F +64 shares

    1.78% of the 13F portfolio, value $6,415,342.

    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 34,366 shares
    Change vs previous 13F +154 shares

    2.03% of the 13F portfolio, value $6,641,230.

    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 34,212 shares
    Change vs previous 13F +672 shares

    1.92% of the 13F portfolio, value $6,171,161.

    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 33,540 shares
    Change vs previous 13F +1,199 shares

    1.9% of the 13F portfolio, value $5,096,068.

    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 32,341 shares
    Change vs previous 13F +3,898 shares

    1.57% of the 13F portfolio, value $4,111,188.

    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 28,443 shares
    Change vs previous 13F +11,885 shares

    1.44% of the 13F portfolio, value $3,707,829.

    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 16,558 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,710,276.

    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).