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WR Wealth Planners, LLC: IDRV position timeline

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

WR Wealth Planners, LLC held 555 IDRV 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 555 shares
    Change vs previous 13F -587 shares

    0.01% of the 13F portfolio, value $16,227.

    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 1,142 shares
    Change vs previous 13F -746 shares

    0.01% of the 13F portfolio, value $36,260.

    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 1,888 shares
    Change vs previous 13F -653 shares

    0.02% of the 13F portfolio, value $53,847.

    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 2,541 shares
    Change vs previous 13F -14,550 shares

    0.02% of the 13F portfolio, value $79,864.

    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 17,091 shares
    Change vs previous 13F -2,739 shares

    0.23% of the 13F portfolio, value $610,662.

    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 19,830 shares
    Change vs previous 13F -1,030 shares

    0.28% of the 13F portfolio, value $737,487.

    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 20,860 shares
    Change vs previous 13F +86 shares

    0.33% of the 13F portfolio, value $853,393.

    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 20,774 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $796,891.

    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).