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WR Wealth Planners, LLC: IYW position timeline

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

WR Wealth Planners, LLC held 7,434 IYW 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 7,434 shares
    Change vs previous 13F -5,708 shares

    0.38% of the 13F portfolio, value $1,185,872.

    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 13,142 shares
    Change vs previous 13F +350 shares

    0.55% of the 13F portfolio, value $1,992,643.

    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 12,792 shares
    Change vs previous 13F +222 shares

    0.59% of the 13F portfolio, value $1,925,243.

    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 12,570 shares
    Change vs previous 13F -1,088 shares

    0.53% of the 13F portfolio, value $1,697,743.

    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 13,658 shares
    Change vs previous 13F +392 shares

    0.62% of the 13F portfolio, value $1,676,551.

    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 13,266 shares
    Change vs previous 13F -6,281 shares

    0.53% of the 13F portfolio, value $1,391,888.

    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 19,547 shares
    Change vs previous 13F -137 shares

    0.82% of the 13F portfolio, value $2,128,102.

    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 19,684 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,826,882.

    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).