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Disclosery

WR Wealth Planners, LLC: EFV position timeline

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

WR Wealth Planners, LLC held 9,552 EFV 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 9,552 shares
    Change vs previous 13F -12,530 shares

    0.16% of the 13F portfolio, value $501,183.

    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 22,082 shares
    Change vs previous 13F -11,024 shares

    0.35% of the 13F portfolio, value $1,270,362.

    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 33,106 shares
    Change vs previous 13F -307 shares

    0.54% of the 13F portfolio, value $1,755,968.

    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 33,413 shares
    Change vs previous 13F -19,649 shares

    0.57% of the 13F portfolio, value $1,817,664.

    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 53,062 shares
    Change vs previous 13F -6,522 shares

    1.03% of the 13F portfolio, value $2,764,514.

    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 59,584 shares
    Change vs previous 13F +12,583 shares

    1.11% of the 13F portfolio, value $2,915,426.

    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 47,001 shares
    Change vs previous 13F -1,325 shares

    0.89% of the 13F portfolio, value $2,300,247.

    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 48,326 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,345,267.

    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).