Skip to content
Disclosery

WR Wealth Planners, LLC: CGDV position timeline

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

WR Wealth Planners, LLC held 84,503 CGDV 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 84,503 shares
    Change vs previous 13F -123,901 shares

    0.96% of the 13F portfolio, value $2,979,564.

    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 208,404 shares
    Change vs previous 13F -11,040 shares

    2.11% of the 13F portfolio, value $7,594,244.

    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 219,444 shares
    Change vs previous 13F +1,935 shares

    2.21% of the 13F portfolio, value $7,241,651.

    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 217,509 shares
    Change vs previous 13F +162,021 shares

    2.2% of the 13F portfolio, value $7,069,044.

    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 55,488 shares
    Change vs previous 13F +47,655 shares

    0.62% of the 13F portfolio, value $1,655,762.

    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 7,833 shares
    Change vs previous 13F +761 shares

    0.08% of the 13F portfolio, value $207,340.

    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 7,072 shares
    Change vs previous 13F +950 shares

    0.07% of the 13F portfolio, value $191,227.

    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 6,122 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $152,683.

    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).