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WR Wealth Planners, LLC: CGCB position timeline

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

WR Wealth Planners, LLC held 4,071 CGCB 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 4,071 shares
    Change vs previous 13F -4,152 shares

    0.03% of the 13F portfolio, value $104,991.

    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 8,223 shares
    Change vs previous 13F -11 shares

    0.06% of the 13F portfolio, value $221,610.

    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 8,234 shares
    Change vs previous 13F -136 shares

    0.06% of the 13F portfolio, value $212,602.

    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 8,370 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $217,570.

    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).