WR Wealth Planners, LLC: IBM position timeline

WR Wealth Planners, LLC held 1,618 IBM 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 1,618 shares

   Change vs previous 13F +14 shares

   0.11% of the 13F portfolio, value $355,741.

   13F-HR 0002031978-25-000001 filed by WR Wealth Planners, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-09-30

   13F 1,604 shares

   Change vs previous 13F -38 shares

   0.1% of the 13F portfolio, value $354,606.

   13F-HR 0002031978-24-000010 filed by WR Wealth Planners, LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 1,642 shares

   Change vs previous 13F -3 shares

   0.09% of the 13F portfolio, value $284,028.

   13F-HR 0002031978-24-000004 filed by WR Wealth Planners, LLC
   Filed 2024-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 1,645 shares

   Change vs previous 13F +24 shares

   0.1% of the 13F portfolio, value $314,098.

   13F-HR 0002031978-24-000003 filed by WR Wealth Planners, LLC
   Filed 2024-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 1,621 shares

   Change vs previous 13F -19 shares

   0.1% of the 13F portfolio, value $265,111.

   13F-HR 0002031978-24-000001 filed by WR Wealth Planners, LLC
   Filed 2024-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-09-30

   13F 1,640 shares

   Change vs previous 13F +284 shares

   0.09% of the 13F portfolio, value $230,029.

   13F-HR 0002031978-24-000007 filed by WR Wealth Planners, LLC
   Filed 2024-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-06-30

   13F 1,356 shares

   Change vs previous 13F +744 shares

   0.07% of the 13F portfolio, value $181,386.

   13F-HR 0002031978-24-000006 filed by WR Wealth Planners, LLC
   Filed 2024-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-03-31

   13F 612 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $80,257.

   13F-HR 0002031978-24-000005 filed by WR Wealth Planners, LLC
   Filed 2024-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).