WR Wealth Planners, LLC: APH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WR Wealth Planners, LLC on APH, newest first. How the timeline and the estimate are built.
WR Wealth Planners, LLC held 73 APH shares at 2024-12-31 per its 13F-HR filed 2025-02-05.
the latest 13F is the newest step
- period ended2024-12-3113F 73 sharesChange vs previous 13F +15 shares
<0.01% of the 13F portfolio, value $5,070.
13F-HR 0002031978-25-000001 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 58 sharesChange vs previous 13F -189 shares
<0.01% of the 13F portfolio, value $3,779.
13F-HR 0002031978-24-000010 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 247 sharesChange vs previous 13F +107 shares
0.01% of the 13F portfolio, value $16,640.
13F-HR 0002031978-24-000004 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 140 sharesChange vs previous 13F +140 shares
0.01% of the 13F portfolio, value $16,149.
13F-HR 0002031978-24-000003 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 0 sharesChange vs previous 13F -125 shares
13F-HR 0002031978-24-000001 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2023-09-3013F 125 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $10,499.
13F-HR 0002031978-24-000007 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 125 sharesChange vs previous 13F +1 shares
<0.01% of the 13F portfolio, value $10,619.
13F-HR 0002031978-24-000006 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 124 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $10,133.
13F-HR 0002031978-24-000005 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).