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WR Wealth Planners, LLC: AVDV position timeline

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

WR Wealth Planners, LLC held 5,423 AVDV 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 5,423 shares
    Change vs previous 13F -587 shares

    0.11% of the 13F portfolio, value $352,899.

    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 6,010 shares
    Change vs previous 13F -36 shares

    0.12% of the 13F portfolio, value $424,721.

    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 6,046 shares
    Change vs previous 13F -50 shares

    0.12% of the 13F portfolio, value $392,700.

    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 6,096 shares
    Change vs previous 13F -65,522 shares

    0.12% of the 13F portfolio, value $401,509.

    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 71,618 shares
    Change vs previous 13F +793 shares

    1.67% of the 13F portfolio, value $4,475,422.

    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 70,825 shares
    Change vs previous 13F -3,063 shares

    1.56% of the 13F portfolio, value $4,097,233.

    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 73,888 shares
    Change vs previous 13F +11,464 shares

    1.65% of the 13F portfolio, value $4,252,997.

    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 62,424 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $3,650,533.

    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).