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WR Wealth Planners, LLC: IEMG position timeline

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

WR Wealth Planners, LLC held 4,368 IEMG 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 4,368 shares
    Change vs previous 13F -5,102 shares

    0.07% of the 13F portfolio, value $228,107.

    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 9,470 shares
    Change vs previous 13F +1,600 shares

    0.15% of the 13F portfolio, value $543,700.

    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 7,870 shares
    Change vs previous 13F -208 shares

    0.13% of the 13F portfolio, value $421,307.

    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 8,078 shares
    Change vs previous 13F -7,577 shares

    0.13% of the 13F portfolio, value $416,821.

    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 15,655 shares
    Change vs previous 13F -540 shares

    0.29% of the 13F portfolio, value $791,826.

    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 16,195 shares
    Change vs previous 13F -10,686 shares

    0.29% of the 13F portfolio, value $770,704.

    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 26,881 shares
    Change vs previous 13F -22 shares

    0.51% of the 13F portfolio, value $1,324,948.

    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 26,903 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,312,597.

    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).