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Disclosery

WR Wealth Planners, LLC: CGSD position timeline

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

WR Wealth Planners, LLC held 3,663 CGSD 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 3,663 shares
    Change vs previous 13F -1,856 shares

    0.03% of the 13F portfolio, value $93,919.

    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 5,519 shares
    Change vs previous 13F +148 shares

    0.04% of the 13F portfolio, value $142,997.

    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 5,371 shares
    Change vs previous 13F -175 shares

    0.04% of the 13F portfolio, value $136,477.

    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 5,546 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $140,841.

    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).