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Disclosery

WR Wealth Planners, LLC: GLTR position timeline

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

WR Wealth Planners, LLC held 822 GLTR 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 822 shares
    Change vs previous 13F -326 shares

    0.03% of the 13F portfolio, value $90,256.

    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 1,148 shares
    Change vs previous 13F -380 shares

    0.04% of the 13F portfolio, value $130,057.

    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 1,528 shares
    Change vs previous 13F -281 shares

    0.05% of the 13F portfolio, value $157,384.

    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 1,809 shares
    Change vs previous 13F -20,189 shares

    0.05% of the 13F portfolio, value $172,788.

    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 21,998 shares
    Change vs previous 13F -2,500 shares

    0.74% of the 13F portfolio, value $2,002,285.

    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 24,498 shares
    Change vs previous 13F +380 shares

    0.79% of the 13F portfolio, value $2,061,591.

    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 24,118 shares
    Change vs previous 13F -218 shares

    0.81% of the 13F portfolio, value $2,092,443.

    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 24,336 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,219,650.

    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).