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Disclosery

WR Wealth Planners, LLC: DE position timeline

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

WR Wealth Planners, LLC held 4,079 DE 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 4,079 shares
    Change vs previous 13F -1,698 shares

    0.56% of the 13F portfolio, value $1,728,293.

    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 5,777 shares
    Change vs previous 13F -955 shares

    0.67% of the 13F portfolio, value $2,410,750.

    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 6,732 shares
    Change vs previous 13F -245 shares

    0.77% of the 13F portfolio, value $2,515,313.

    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 6,977 shares
    Change vs previous 13F +26 shares

    0.89% of the 13F portfolio, value $2,865,594.

    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 6,951 shares
    Change vs previous 13F +32 shares

    1.03% of the 13F portfolio, value $2,779,578.

    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 6,919 shares
    Change vs previous 13F +290 shares

    0.99% of the 13F portfolio, value $2,611,007.

    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 6,629 shares
    Change vs previous 13F +2,770 shares

    1.04% of the 13F portfolio, value $2,686,177.

    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 3,859 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,593,320.

    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).