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WR Wealth Planners, LLC: HXL position timeline

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

WR Wealth Planners, LLC held 8,327 HXL 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 8,327 shares
    Change vs previous 13F -995 shares

    0.17% of the 13F portfolio, value $522,103.

    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 9,322 shares
    Change vs previous 13F +340 shares

    0.16% of the 13F portfolio, value $576,379.

    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 8,982 shares
    Change vs previous 13F +1,551 shares

    0.17% of the 13F portfolio, value $560,926.

    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 7,431 shares
    Change vs previous 13F +1,147 shares

    0.17% of the 13F portfolio, value $541,348.

    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 6,284 shares
    Change vs previous 13F +767 shares

    0.17% of the 13F portfolio, value $463,445.

    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 5,517 shares
    Change vs previous 13F +250 shares

    0.14% of the 13F portfolio, value $359,377.

    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 5,267 shares
    Change vs previous 13F +190 shares

    0.16% of the 13F portfolio, value $400,397.

    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 5,077 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $346,505.

    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).