WR Wealth Planners, LLC: COP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WR Wealth Planners, LLC on COP, newest first. How the timeline and the estimate are built.
WR Wealth Planners, LLC held 2,654 COP shares at 2024-12-31 per its 13F-HR filed 2025-02-05.
the latest 13F is the newest step
- period ended2024-12-3113F 2,654 sharesChange vs previous 13F -181 shares
0.08% of the 13F portfolio, value $263,164.
13F-HR 0002031978-25-000001 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,835 sharesChange vs previous 13F +78 shares
0.08% of the 13F portfolio, value $298,486.
13F-HR 0002031978-24-000010 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 2,757 sharesChange vs previous 13F +41 shares
0.1% of the 13F portfolio, value $315,397.
13F-HR 0002031978-24-000004 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 2,716 sharesChange vs previous 13F +125 shares
0.11% of the 13F portfolio, value $345,670.
13F-HR 0002031978-24-000003 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 2,591 sharesChange vs previous 13F +177 shares
0.11% of the 13F portfolio, value $300,759.
13F-HR 0002031978-24-000001 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 2,414 sharesChange vs previous 13F +93 shares
0.11% of the 13F portfolio, value $289,148.
13F-HR 0002031978-24-000007 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 2,321 sharesChange vs previous 13F -50 shares
0.09% of the 13F portfolio, value $240,505.
13F-HR 0002031978-24-000006 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 2,371 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $235,256.
13F-HR 0002031978-24-000005 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).