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WR Wealth Planners, LLC: GBIL position timeline

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

WR Wealth Planners, LLC held 256,747 GBIL 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 256,747 shares
    Change vs previous 13F -28,559 shares

    8.25% of the 13F portfolio, value $25,654,169.

    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 285,306 shares
    Change vs previous 13F +31,453 shares

    7.96% of the 13F portfolio, value $28,613,303.

    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 253,853 shares
    Change vs previous 13F +25,035 shares

    7.75% of the 13F portfolio, value $25,405,601.

    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 228,818 shares
    Change vs previous 13F +62,481 shares

    7.18% of the 13F portfolio, value $23,085,467.

    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 166,337 shares
    Change vs previous 13F +33,514 shares

    6.17% of the 13F portfolio, value $16,590,489.

    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 132,823 shares
    Change vs previous 13F +33,893 shares

    5.06% of the 13F portfolio, value $13,296,908.

    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 98,930 shares
    Change vs previous 13F +44,324 shares

    3.83% of the 13F portfolio, value $9,899,922.

    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 54,606 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $5,468,204.

    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).