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WR Wealth Planners, LLC: FTSM position timeline

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

WR Wealth Planners, LLC held 12,641 FTSM 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 12,641 shares
    Change vs previous 13F +207 shares

    0.24% of the 13F portfolio, value $755,538.

    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 12,434 shares
    Change vs previous 13F -418 shares

    0.21% of the 13F portfolio, value $744,410.

    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 12,852 shares
    Change vs previous 13F -2,251 shares

    0.23% of the 13F portfolio, value $765,972.

    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 15,103 shares
    Change vs previous 13F -467 shares

    0.28% of the 13F portfolio, value $900,418.

    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 15,570 shares
    Change vs previous 13F -153 shares

    0.35% of the 13F portfolio, value $928,933.

    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 15,723 shares
    Change vs previous 13F +246 shares

    0.36% of the 13F portfolio, value $934,256.

    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 15,477 shares
    Change vs previous 13F -19,695 shares

    0.36% of the 13F portfolio, value $919,506.

    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 35,172 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,093,074.

    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).