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WR Wealth Planners, LLC: ESGU position timeline

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

WR Wealth Planners, LLC held 10,040 ESGU 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 10,040 shares
    Change vs previous 13F -12,104 shares

    0.42% of the 13F portfolio, value $1,293,385.

    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 22,144 shares
    Change vs previous 13F -2,770 shares

    0.78% of the 13F portfolio, value $2,794,141.

    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 24,914 shares
    Change vs previous 13F -1,080 shares

    0.91% of the 13F portfolio, value $2,972,725.

    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 25,994 shares
    Change vs previous 13F -7,640 shares

    0.93% of the 13F portfolio, value $2,988,314.

    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 33,634 shares
    Change vs previous 13F -7,963 shares

    1.31% of the 13F portfolio, value $3,528,879.

    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 41,597 shares
    Change vs previous 13F -6,218 shares

    1.49% of the 13F portfolio, value $3,906,360.

    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 47,815 shares
    Change vs previous 13F -2,189 shares

    1.8% of the 13F portfolio, value $4,660,035.

    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 50,004 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $4,522,890.

    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).