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WR Wealth Planners, LLC: AVUS position timeline

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

WR Wealth Planners, LLC held 150,382 AVUS 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 150,382 shares
    Change vs previous 13F +3,564 shares

    4.69% of the 13F portfolio, value $14,576,571.

    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 146,818 shares
    Change vs previous 13F +1,843 shares

    3.89% of the 13F portfolio, value $13,969,715.

    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 144,975 shares
    Change vs previous 13F -11,075 shares

    3.99% of the 13F portfolio, value $13,075,325.

    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 156,050 shares
    Change vs previous 13F +4,231 shares

    4.34% of the 13F portfolio, value $13,966,502.

    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 151,819 shares
    Change vs previous 13F -1,382 shares

    4.61% of the 13F portfolio, value $12,380,846.

    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 153,201 shares
    Change vs previous 13F -2,469 shares

    4.27% of the 13F portfolio, value $11,223,495.

    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 155,670 shares
    Change vs previous 13F +11,023 shares

    4.53% of the 13F portfolio, value $11,704,810.

    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 144,647 shares
    Change vs previous 13F not available

    4.43% of the 13F portfolio, value $10,252,601.

    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).