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WR Wealth Planners, LLC: FLEX position timeline

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

WR Wealth Planners, LLC held 24,345 FLEX 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 24,345 shares
    Change vs previous 13F -7,440 shares

    0.3% of the 13F portfolio, value $934,605.

    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 31,785 shares
    Change vs previous 13F +1,165 shares

    0.3% of the 13F portfolio, value $1,062,573.

    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 30,620 shares
    Change vs previous 13F +8,420 shares

    0.28% of the 13F portfolio, value $902,984.

    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 22,200 shares
    Change vs previous 13F -325 shares

    0.2% of the 13F portfolio, value $635,142.

    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 22,525 shares
    Change vs previous 13F +2,524 shares

    0.26% of the 13F portfolio, value $686,112.

    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 20,001 shares
    Change vs previous 13F -3,739 shares

    0.21% of the 13F portfolio, value $539,627.

    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 23,740 shares
    Change vs previous 13F +872 shares

    0.25% of the 13F portfolio, value $656,174.

    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 22,868 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $526,193.

    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).