Skip to content
Disclosery

WR Wealth Planners, LLC: HTGC position timeline

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

WR Wealth Planners, LLC held 249 HTGC 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 249 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $4,996.

    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 243 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $4,782.

    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 238 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $4,873.

    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 234 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,309.

    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).