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WR Wealth Planners, LLC: CPER position timeline

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

WR Wealth Planners, LLC held 1,264 CPER 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 1,264 shares
    Change vs previous 13F -1,314 shares

    0.01% of the 13F portfolio, value $31,802.

    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 2,578 shares
    Change vs previous 13F +260 shares

    0.02% of the 13F portfolio, value $73,086.

    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 2,318 shares
    Change vs previous 13F -662 shares

    0.02% of the 13F portfolio, value $63,073.

    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 2,980 shares
    Change vs previous 13F -69,834 shares

    0.02% of the 13F portfolio, value $74,858.

    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 72,814 shares
    Change vs previous 13F -9,391 shares

    0.65% of the 13F portfolio, value $1,757,730.

    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 82,205 shares
    Change vs previous 13F +6,365 shares

    0.72% of the 13F portfolio, value $1,892,359.

    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 75,840 shares
    Change vs previous 13F +2,041 shares

    0.68% of the 13F portfolio, value $1,759,488.

    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 73,799 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,840,547.

    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).