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Disclosery

WR Wealth Planners, LLC: IUSB position timeline

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

WR Wealth Planners, LLC held 23,078 IUSB 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 23,078 shares
    Change vs previous 13F -23,050 shares

    0.34% of the 13F portfolio, value $1,043,130.

    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 46,128 shares
    Change vs previous 13F -71 shares

    0.6% of the 13F portfolio, value $2,173,565.

    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 46,199 shares
    Change vs previous 13F -845 shares

    0.64% of the 13F portfolio, value $2,089,110.

    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 47,044 shares
    Change vs previous 13F -6,881 shares

    0.67% of the 13F portfolio, value $2,144,727.

    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 53,925 shares
    Change vs previous 13F -6,540 shares

    0.92% of the 13F portfolio, value $2,484,339.

    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 60,465 shares
    Change vs previous 13F -1,003 shares

    1.01% of the 13F portfolio, value $2,643,220.

    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 61,468 shares
    Change vs previous 13F -1,323 shares

    1.08% of the 13F portfolio, value $2,794,965.

    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 62,791 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $2,897,782.

    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).