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WR Wealth Planners, LLC: CGGR position timeline

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

WR Wealth Planners, LLC held 114,882 CGGR 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 114,882 shares
    Change vs previous 13F -148,205 shares

    1.37% of the 13F portfolio, value $4,270,146.

    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 263,087 shares
    Change vs previous 13F -34,149 shares

    2.55% of the 13F portfolio, value $9,152,797.

    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 297,236 shares
    Change vs previous 13F +16,606 shares

    2.98% of the 13F portfolio, value $9,776,088.

    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 280,630 shares
    Change vs previous 13F +184,011 shares

    2.79% of the 13F portfolio, value $8,977,350.

    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 96,619 shares
    Change vs previous 13F +70,348 shares

    1.01% of the 13F portfolio, value $2,727,554.

    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 26,271 shares
    Change vs previous 13F +6,073 shares

    0.25% of the 13F portfolio, value $643,640.

    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 20,198 shares
    Change vs previous 13F +4,310 shares

    0.2% of the 13F portfolio, value $509,596.

    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 15,888 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $356,844.

    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).