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WR Wealth Planners, LLC: IMCG position timeline

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

WR Wealth Planners, LLC held 12,298 IMCG 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 12,298 shares
    Change vs previous 13F -1,876 shares

    0.3% of the 13F portfolio, value $928,896.

    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 14,174 shares
    Change vs previous 13F +304 shares

    0.29% of the 13F portfolio, value $1,034,252.

    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 13,870 shares
    Change vs previous 13F -262 shares

    0.29% of the 13F portfolio, value $939,670.

    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 14,132 shares
    Change vs previous 13F -3,543 shares

    0.31% of the 13F portfolio, value $998,840.

    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 17,675 shares
    Change vs previous 13F -31 shares

    0.42% of the 13F portfolio, value $1,139,126.

    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 17,706 shares
    Change vs previous 13F +3,647 shares

    0.39% of the 13F portfolio, value $1,011,522.

    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 14,059 shares
    Change vs previous 13F +180 shares

    0.33% of the 13F portfolio, value $856,744.

    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 13,879 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $798,871.

    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).