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Disclosery

WR Wealth Planners, LLC: BA position timeline

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

WR Wealth Planners, LLC held 1,254 BA 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 1,254 shares
    Change vs previous 13F -41 shares

    0.07% of the 13F portfolio, value $221,958.

    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 1,295 shares
    Change vs previous 13F +35 shares

    0.05% of the 13F portfolio, value $196,892.

    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 1,260 shares
    Change vs previous 13F -102 shares

    0.07% of the 13F portfolio, value $229,333.

    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 1,362 shares
    Change vs previous 13F -27 shares

    0.08% of the 13F portfolio, value $262,852.

    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 1,389 shares
    Change vs previous 13F +70 shares

    0.13% of the 13F portfolio, value $362,057.

    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 1,319 shares
    Change vs previous 13F -86 shares

    0.1% of the 13F portfolio, value $252,826.

    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 1,405 shares
    Change vs previous 13F +654 shares

    0.11% of the 13F portfolio, value $296,680.

    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 751 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $159,535.

    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).