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WR Wealth Planners, LLC: AVUV position timeline

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

WR Wealth Planners, LLC held 67,423 AVUV 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 67,423 shares
    Change vs previous 13F +2,815 shares

    2.09% of the 13F portfolio, value $6,508,309.

    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 64,608 shares
    Change vs previous 13F +12,788 shares

    1.72% of the 13F portfolio, value $6,199,152.

    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 51,820 shares
    Change vs previous 13F -3,095 shares

    1.42% of the 13F portfolio, value $4,649,335.

    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 54,915 shares
    Change vs previous 13F +46,731 shares

    1.6% of the 13F portfolio, value $5,146,068.

    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 8,184 shares
    Change vs previous 13F -230 shares

    0.27% of the 13F portfolio, value $734,937.

    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 8,414 shares
    Change vs previous 13F -1,125 shares

    0.25% of the 13F portfolio, value $655,837.

    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 9,539 shares
    Change vs previous 13F +63 shares

    0.29% of the 13F portfolio, value $740,298.

    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 9,476 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $701,777.

    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).