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WR Wealth Planners, LLC: GOVT position timeline

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

WR Wealth Planners, LLC held 7,968 GOVT 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 7,968 shares
    Change vs previous 13F -8,061 shares

    0.06% of the 13F portfolio, value $183,098.

    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 16,029 shares
    Change vs previous 13F +1,847 shares

    0.1% of the 13F portfolio, value $375,882.

    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 14,182 shares
    Change vs previous 13F -910 shares

    0.1% of the 13F portfolio, value $320,079.

    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 15,092 shares
    Change vs previous 13F -1,473 shares

    0.11% of the 13F portfolio, value $343,636.

    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 16,565 shares
    Change vs previous 13F -18,740 shares

    0.14% of the 13F portfolio, value $381,660.

    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 35,305 shares
    Change vs previous 13F -28,169 shares

    0.3% of the 13F portfolio, value $778,124.

    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 63,474 shares
    Change vs previous 13F -2,870 shares

    0.56% of the 13F portfolio, value $1,453,545.

    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 66,344 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,551,123.

    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).