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WR Wealth Planners, LLC: JPST position timeline

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

WR Wealth Planners, LLC held 20,286 JPST 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 20,286 shares
    Change vs previous 13F -138 shares

    0.33% of the 13F portfolio, value $1,021,830.

    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 20,424 shares
    Change vs previous 13F -29,755 shares

    0.29% of the 13F portfolio, value $1,036,332.

    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 50,179 shares
    Change vs previous 13F -8,704 shares

    0.77% of the 13F portfolio, value $2,532,533.

    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 58,883 shares
    Change vs previous 13F +1,533 shares

    0.92% of the 13F portfolio, value $2,970,666.

    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 57,350 shares
    Change vs previous 13F -9,246 shares

    1.07% of the 13F portfolio, value $2,880,690.

    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 66,596 shares
    Change vs previous 13F -5,678 shares

    1.27% of the 13F portfolio, value $3,341,796.

    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 72,274 shares
    Change vs previous 13F -5,686 shares

    1.4% of the 13F portfolio, value $3,623,794.

    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 77,960 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $3,922,951.

    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).