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WR Wealth Planners, LLC: GCOW position timeline

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

WR Wealth Planners, LLC held 763 GCOW 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 763 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $25,741.

    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 760 shares
    Change vs previous 13F -75,688 shares

    0.01% of the 13F portfolio, value $27,738.

    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 76,448 shares
    Change vs previous 13F +9,862 shares

    0.79% of the 13F portfolio, value $2,577,822.

    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 66,586 shares
    Change vs previous 13F +19,354 shares

    0.72% of the 13F portfolio, value $2,310,546.

    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 47,232 shares
    Change vs previous 13F +4,835 shares

    0.6% of the 13F portfolio, value $1,618,638.

    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 42,397 shares
    Change vs previous 13F +4,157 shares

    0.53% of the 13F portfolio, value $1,379,615.

    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 38,240 shares
    Change vs previous 13F +3,512 shares

    0.49% of the 13F portfolio, value $1,267,642.

    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 34,728 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,167,896.

    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).