Skip to content
Disclosery

WR Wealth Planners, LLC: EFG position timeline

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

WR Wealth Planners, LLC held 8,712 EFG 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 8,712 shares
    Change vs previous 13F -11,063 shares

    0.27% of the 13F portfolio, value $843,583.

    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 19,775 shares
    Change vs previous 13F +4,275 shares

    0.59% of the 13F portfolio, value $2,128,741.

    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 15,500 shares
    Change vs previous 13F -167 shares

    0.48% of the 13F portfolio, value $1,585,614.

    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 15,667 shares
    Change vs previous 13F -9,823 shares

    0.51% of the 13F portfolio, value $1,626,048.

    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 25,490 shares
    Change vs previous 13F -4,452 shares

    0.92% of the 13F portfolio, value $2,468,678.

    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 29,942 shares
    Change vs previous 13F -4,993 shares

    0.98% of the 13F portfolio, value $2,583,960.

    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 34,935 shares
    Change vs previous 13F -368 shares

    1.29% of the 13F portfolio, value $3,333,110.

    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 35,303 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $3,307,154.

    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).