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WR Wealth Planners, LLC: IVV position timeline

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

WR Wealth Planners, LLC held 2,779 IVV 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 2,779 shares
    Change vs previous 13F -4,510 shares

    0.53% of the 13F portfolio, value $1,635,706.

    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 7,289 shares
    Change vs previous 13F +134 shares

    1.17% of the 13F portfolio, value $4,204,706.

    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 7,155 shares
    Change vs previous 13F -112 shares

    1.19% of the 13F portfolio, value $3,915,694.

    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 7,267 shares
    Change vs previous 13F +88 shares

    1.19% of the 13F portfolio, value $3,820,722.

    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 7,179 shares
    Change vs previous 13F -856 shares

    1.28% of the 13F portfolio, value $3,429,125.

    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 8,035 shares
    Change vs previous 13F +269 shares

    1.31% of the 13F portfolio, value $3,450,668.

    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 7,766 shares
    Change vs previous 13F +141 shares

    1.34% of the 13F portfolio, value $3,461,384.

    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 7,625 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $3,134,485.

    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).