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WR Wealth Planners, LLC: BRKR position timeline

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

WR Wealth Planners, LLC held 8,050 BRKR 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 8,050 shares
    Change vs previous 13F -954 shares

    0.15% of the 13F portfolio, value $471,891.

    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 9,004 shares
    Change vs previous 13F +326 shares

    0.17% of the 13F portfolio, value $621,816.

    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 8,678 shares
    Change vs previous 13F +3,867 shares

    0.17% of the 13F portfolio, value $553,743.

    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 4,811 shares
    Change vs previous 13F -54 shares

    0.14% of the 13F portfolio, value $451,945.

    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 4,865 shares
    Change vs previous 13F +583 shares

    0.13% of the 13F portfolio, value $357,480.

    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 4,282 shares
    Change vs previous 13F +191 shares

    0.1% of the 13F portfolio, value $266,769.

    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 4,091 shares
    Change vs previous 13F +153 shares

    0.12% of the 13F portfolio, value $302,407.

    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 3,938 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $310,472.

    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).