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WR Wealth Planners, LLC: FICO position timeline

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

WR Wealth Planners, LLC held 286 FICO 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 286 shares
    Change vs previous 13F -40 shares

    0.18% of the 13F portfolio, value $569,406.

    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 326 shares
    Change vs previous 13F -182 shares

    0.18% of the 13F portfolio, value $633,588.

    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 508 shares
    Change vs previous 13F +21 shares

    0.23% of the 13F portfolio, value $756,239.

    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 487 shares
    Change vs previous 13F +34 shares

    0.19% of the 13F portfolio, value $608,560.

    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 453 shares
    Change vs previous 13F +56 shares

    0.2% of the 13F portfolio, value $527,297.

    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 397 shares
    Change vs previous 13F +391 shares

    0.13% of the 13F portfolio, value $344,806.

    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 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,855.

    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).