WR Wealth Planners, LLC: CRM position timeline

WR Wealth Planners, LLC held 449 CRM 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 449 shares

   Change vs previous 13F +37 shares

   0.05% of the 13F portfolio, value $150,114.

   13F-HR 0002031978-25-000001 filed by WR Wealth Planners, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-09-30

   13F 412 shares

   Change vs previous 13F +1 shares

   0.03% of the 13F portfolio, value $112,769.

   13F-HR 0002031978-24-000010 filed by WR Wealth Planners, LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 411 shares

   Change vs previous 13F -42 shares

   0.03% of the 13F portfolio, value $105,668.

   13F-HR 0002031978-24-000004 filed by WR Wealth Planners, LLC
   Filed 2024-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 453 shares

   Change vs previous 13F +453 shares

   0.04% of the 13F portfolio, value $136,435.

   13F-HR 0002031978-24-000003 filed by WR Wealth Planners, LLC
   Filed 2024-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 0 shares

   Change vs previous 13F -228 shares

   13F-HR 0002031978-24-000001 filed by WR Wealth Planners, LLC
   Filed 2024-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

6. period ended2023-09-30

   13F 228 shares

   Change vs previous 13F -132 shares

   0.02% of the 13F portfolio, value $46,234.

   13F-HR 0002031978-24-000007 filed by WR Wealth Planners, LLC
   Filed 2024-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-06-30

   13F 360 shares

   Change vs previous 13F +106 shares

   0.03% of the 13F portfolio, value $76,054.

   13F-HR 0002031978-24-000006 filed by WR Wealth Planners, LLC
   Filed 2024-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-03-31

   13F 254 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $50,744.

   13F-HR 0002031978-24-000005 filed by WR Wealth Planners, LLC
   Filed 2024-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).