WR Wealth Planners, LLC: IXC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WR Wealth Planners, LLC on IXC, newest first. How the timeline and the estimate are built.
WR Wealth Planners, LLC held 286 IXC shares at 2024-12-31 per its 13F-HR filed 2025-02-05.
the latest 13F is the newest step
- period ended2024-12-3113F 286 sharesChange vs previous 13F -1,346 shares
<0.01% of the 13F portfolio, value $10,919.
13F-HR 0002031978-25-000001 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,632 sharesChange vs previous 13F -3,295 shares
0.02% of the 13F portfolio, value $66,063.
13F-HR 0002031978-24-000010 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 4,927 sharesChange vs previous 13F +156 shares
0.06% of the 13F portfolio, value $204,520.
13F-HR 0002031978-24-000004 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 4,771 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $204,914.
13F-HR 0002031978-24-000003 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).