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WR Wealth Planners, LLC: BETZ position timeline

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

WR Wealth Planners, LLC held 885 BETZ 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 885 shares
    Change vs previous 13F -181 shares

    0.01% of the 13F portfolio, value $16,771.

    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 1,066 shares
    Change vs previous 13F -735 shares

    0.01% of the 13F portfolio, value $20,201.

    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 1,801 shares
    Change vs previous 13F -936 shares

    0.01% of the 13F portfolio, value $30,708.

    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 2,737 shares
    Change vs previous 13F -32,527 shares

    0.02% of the 13F portfolio, value $48,860.

    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 35,264 shares
    Change vs previous 13F -2,586 shares

    0.23% of the 13F portfolio, value $611,478.

    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 37,850 shares
    Change vs previous 13F -74 shares

    0.23% of the 13F portfolio, value $600,491.

    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 37,924 shares
    Change vs previous 13F +2,246 shares

    0.26% of the 13F portfolio, value $663,716.

    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 35,678 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $579,411.

    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).