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WR Wealth Planners, LLC: LIT position timeline

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

WR Wealth Planners, LLC held 350 LIT 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 350 shares
    Change vs previous 13F -650 shares

    <0.01% of the 13F portfolio, value $14,282.

    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 1,000 shares
    Change vs previous 13F -285 shares

    0.01% of the 13F portfolio, value $43,572.

    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 1,285 shares
    Change vs previous 13F -723 shares

    0.02% of the 13F portfolio, value $49,867.

    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 2,008 shares
    Change vs previous 13F -10,265 shares

    0.03% of the 13F portfolio, value $90,921.

    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 12,273 shares
    Change vs previous 13F -2,118 shares

    0.23% of the 13F portfolio, value $625,164.

    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 14,391 shares
    Change vs previous 13F +503 shares

    0.3% of the 13F portfolio, value $793,962.

    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 13,888 shares
    Change vs previous 13F +140 shares

    0.35% of the 13F portfolio, value $902,986.

    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 13,748 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $873,674.

    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).