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WR Wealth Planners, LLC: AVGE position timeline

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

WR Wealth Planners, LLC held 27,618 AVGE 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 27,618 shares
    Change vs previous 13F +1,870 shares

    0.64% of the 13F portfolio, value $1,998,696.

    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 25,748 shares
    Change vs previous 13F +1,983 shares

    0.53% of the 13F portfolio, value $1,902,033.

    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 23,765 shares
    Change vs previous 13F +2,042 shares

    0.5% of the 13F portfolio, value $1,647,371.

    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 21,723 shares
    Change vs previous 13F +1,149 shares

    0.47% of the 13F portfolio, value $1,516,700.

    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 20,574 shares
    Change vs previous 13F +515 shares

    0.5% of the 13F portfolio, value $1,332,372.

    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 20,059 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,179,670.

    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).