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WR Wealth Planners, LLC: BRK-B position timeline

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

WR Wealth Planners, LLC held 3,605 BRK-B 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 3,605 shares
    Change vs previous 13F +36 shares

    0.53% of the 13F portfolio, value $1,634,074.

    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 3,569 shares
    Change vs previous 13F -27 shares

    0.46% of the 13F portfolio, value $1,642,668.

    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 3,596 shares
    Change vs previous 13F -135 shares

    0.45% of the 13F portfolio, value $1,462,853.

    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 3,731 shares
    Change vs previous 13F +24 shares

    0.49% of the 13F portfolio, value $1,568,960.

    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 3,707 shares
    Change vs previous 13F -7 shares

    0.49% of the 13F portfolio, value $1,322,139.

    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 3,714 shares
    Change vs previous 13F +355 shares

    0.5% of the 13F portfolio, value $1,301,014.

    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 3,359 shares
    Change vs previous 13F +821 shares

    0.44% of the 13F portfolio, value $1,145,419.

    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 2,538 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $783,658.

    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).