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WR Wealth Planners, LLC: CGGO position timeline

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

WR Wealth Planners, LLC held 30,094 CGGO 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 30,094 shares
    Change vs previous 13F -46,867 shares

    0.28% of the 13F portfolio, value $879,360.

    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 76,961 shares
    Change vs previous 13F -13,169 shares

    0.65% of the 13F portfolio, value $2,320,362.

    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 90,130 shares
    Change vs previous 13F +9,890 shares

    0.81% of the 13F portfolio, value $2,653,417.

    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 80,240 shares
    Change vs previous 13F +61,751 shares

    0.72% of the 13F portfolio, value $2,310,902.

    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 18,489 shares
    Change vs previous 13F +14,124 shares

    0.18% of the 13F portfolio, value $475,722.

    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 4,365 shares
    Change vs previous 13F +1,394 shares

    0.04% of the 13F portfolio, value $100,046.

    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 2,971 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $72,166.

    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 2,971 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $68,511.

    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).