Skip to content
Disclosery

WR Wealth Planners, LLC: IHI position timeline

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

WR Wealth Planners, LLC held 3,440 IHI 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 3,440 shares
    Change vs previous 13F -1,657 shares

    0.06% of the 13F portfolio, value $200,724.

    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 5,097 shares
    Change vs previous 13F -114 shares

    0.08% of the 13F portfolio, value $301,844.

    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 5,211 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $292,024.

    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 5,211 shares
    Change vs previous 13F -663 shares

    0.09% of the 13F portfolio, value $305,312.

    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 5,874 shares
    Change vs previous 13F -1,364 shares

    0.12% of the 13F portfolio, value $317,020.

    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 7,238 shares
    Change vs previous 13F -34 shares

    0.13% of the 13F portfolio, value $351,043.

    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 7,272 shares
    Change vs previous 13F -894 shares

    0.16% of the 13F portfolio, value $410,577.

    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 8,166 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $440,801.

    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).