WR Wealth Planners, LLC: LNT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WR Wealth Planners, LLC on LNT, newest first. How the timeline and the estimate are built.
WR Wealth Planners, LLC held 2,705 LNT shares at 2024-12-31 per its 13F-HR filed 2025-02-05.
the latest 13F is the newest step
- period ended2024-12-3113F 2,705 sharesChange vs previous 13F +78 shares
0.05% of the 13F portfolio, value $159,985.
13F-HR 0002031978-25-000001 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,627 sharesChange vs previous 13F +392 shares
0.04% of the 13F portfolio, value $159,462.
13F-HR 0002031978-24-000010 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 2,235 sharesChange vs previous 13F +19 shares
0.03% of the 13F portfolio, value $113,784.
13F-HR 0002031978-24-000004 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 2,216 sharesChange vs previous 13F +2,216 shares
0.03% of the 13F portfolio, value $111,670.
13F-HR 0002031978-24-000003 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 0 sharesChange vs previous 13F -2,124 shares
13F-HR 0002031978-24-000001 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2023-09-3013F 2,124 sharesChange vs previous 13F -224 shares
0.04% of the 13F portfolio, value $102,905.
13F-HR 0002031978-24-000007 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 2,348 sharesChange vs previous 13F +64 shares
0.05% of the 13F portfolio, value $123,238.
13F-HR 0002031978-24-000006 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 2,284 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $121,947.
13F-HR 0002031978-24-000005 filed by WR Wealth Planners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).