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WR Wealth Planners, LLC: GRWG position timeline

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

WR Wealth Planners, LLC held 2,354 GRWG 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 2,354 shares
    Change vs previous 13F -8,310 shares

    <0.01% of the 13F portfolio, value $3,978.

    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 10,664 shares
    Change vs previous 13F -3,767 shares

    0.01% of the 13F portfolio, value $22,715.

    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 14,431 shares
    Change vs previous 13F -90 shares

    0.01% of the 13F portfolio, value $31,026.

    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 14,521 shares
    Change vs previous 13F -54,364 shares

    0.01% of the 13F portfolio, value $41,531.

    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 68,885 shares
    Change vs previous 13F +4,790 shares

    0.06% of the 13F portfolio, value $172,902.

    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 64,095 shares
    Change vs previous 13F +9,061 shares

    0.07% of the 13F portfolio, value $187,158.

    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 55,034 shares
    Change vs previous 13F +7,335 shares

    0.07% of the 13F portfolio, value $187,116.

    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 47,699 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $163,131.

    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).