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Disclosery

WR Wealth Planners, LLC: COM position timeline

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

WR Wealth Planners, LLC held 53,238 COM 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 53,238 shares
    Change vs previous 13F -4,608 shares

    0.48% of the 13F portfolio, value $1,507,702.

    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 57,846 shares
    Change vs previous 13F -2,846 shares

    0.46% of the 13F portfolio, value $1,662,500.

    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 60,692 shares
    Change vs previous 13F -197 shares

    0.54% of the 13F portfolio, value $1,754,837.

    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 60,889 shares
    Change vs previous 13F -56,409 shares

    0.54% of the 13F portfolio, value $1,723,173.

    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 117,298 shares
    Change vs previous 13F -744 shares

    1.21% of the 13F portfolio, value $3,261,489.

    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 118,042 shares
    Change vs previous 13F +5,083 shares

    1.33% of the 13F portfolio, value $3,504,680.

    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 112,959 shares
    Change vs previous 13F +6,887 shares

    1.29% of the 13F portfolio, value $3,324,378.

    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 106,072 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $3,253,218.

    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).