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WR Wealth Planners, LLC: LDEM position timeline

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

WR Wealth Planners, LLC held 2,344 LDEM 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 2,344 shares
    Change vs previous 13F -3,033 shares

    0.03% of the 13F portfolio, value $106,347.

    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 5,377 shares
    Change vs previous 13F +175 shares

    0.08% of the 13F portfolio, value $270,571.

    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 5,202 shares
    Change vs previous 13F +18 shares

    0.07% of the 13F portfolio, value $234,641.

    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 5,184 shares
    Change vs previous 13F -10,757 shares

    0.07% of the 13F portfolio, value $227,215.

    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 15,941 shares
    Change vs previous 13F -2,542 shares

    0.26% of the 13F portfolio, value $700,926.

    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 18,483 shares
    Change vs previous 13F +908 shares

    0.3% of the 13F portfolio, value $790,671.

    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 17,575 shares
    Change vs previous 13F +183 shares

    0.3% of the 13F portfolio, value $786,657.

    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 17,392 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $791,858.

    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).