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Disclosery

WR Wealth Planners, LLC: IDR position timeline

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

WR Wealth Planners, LLC held 8,430 IDR 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 8,430 shares
    Change vs previous 13F +4,507 shares

    0.03% of the 13F portfolio, value $85,902.

    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 3,923 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $63,043.

    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 3,923 shares
    Change vs previous 13F +2,323 shares

    0.01% of the 13F portfolio, value $38,681.

    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 1,600 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,536.

    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).