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WR Wealth Planners, LLC: DFAC position timeline

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

WR Wealth Planners, LLC held 9,509 DFAC 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 9,509 shares
    Change vs previous 13F -1,314 shares

    0.11% of the 13F portfolio, value $328,923.

    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 10,823 shares
    Change vs previous 13F +89 shares

    0.1% of the 13F portfolio, value $371,110.

    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 10,734 shares
    Change vs previous 13F -470 shares

    0.11% of the 13F portfolio, value $346,065.

    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 11,204 shares
    Change vs previous 13F -2,994 shares

    0.11% of the 13F portfolio, value $357,979.

    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 14,198 shares
    Change vs previous 13F -848 shares

    0.15% of the 13F portfolio, value $415,021.

    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 15,046 shares
    Change vs previous 13F -208 shares

    0.15% of the 13F portfolio, value $394,213.

    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 15,254 shares
    Change vs previous 13F -14,031 shares

    0.16% of the 13F portfolio, value $414,159.

    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 29,285 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $746,189.

    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).