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Disclosery

WR Wealth Planners, LLC: BDC position timeline

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

WR Wealth Planners, LLC held 200 BDC 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 200 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $22,522.

    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 200 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $23,426.

    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).