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WR Wealth Planners, LLC: LMBS position timeline

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

WR Wealth Planners, LLC held 79,913 LMBS 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 79,913 shares
    Change vs previous 13F -13 shares

    1.25% of the 13F portfolio, value $3,889,356.

    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 79,926 shares
    Change vs previous 13F +4,469 shares

    1.1% of the 13F portfolio, value $3,949,147.

    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 75,457 shares
    Change vs previous 13F +2,878 shares

    1.11% of the 13F portfolio, value $3,625,722.

    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 72,579 shares
    Change vs previous 13F +2,353 shares

    1.09% of the 13F portfolio, value $3,501,941.

    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 70,226 shares
    Change vs previous 13F -494 shares

    1.26% of the 13F portfolio, value $3,393,332.

    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 70,720 shares
    Change vs previous 13F -2,927 shares

    1.27% of the 13F portfolio, value $3,340,828.

    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 73,647 shares
    Change vs previous 13F +2,017 shares

    1.36% of the 13F portfolio, value $3,510,771.

    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 71,630 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $3,428,907.

    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).