WR Wealth Planners, LLC: MA position timeline

WR Wealth Planners, LLC held 566 MA 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 566 shares

   Change vs previous 13F +15 shares

   0.1% of the 13F portfolio, value $298,039.

   13F-HR 0002031978-25-000001 filed by WR Wealth Planners, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-09-30

   13F 551 shares

   Change vs previous 13F +31 shares

   0.08% of the 13F portfolio, value $272,084.

   13F-HR 0002031978-24-000010 filed by WR Wealth Planners, LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 520 shares

   Change vs previous 13F -13 shares

   0.07% of the 13F portfolio, value $229,403.

   13F-HR 0002031978-24-000004 filed by WR Wealth Planners, LLC
   Filed 2024-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 533 shares

   Change vs previous 13F +30 shares

   0.08% of the 13F portfolio, value $256,677.

   13F-HR 0002031978-24-000003 filed by WR Wealth Planners, LLC
   Filed 2024-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 503 shares

   Change vs previous 13F -54 shares

   0.08% of the 13F portfolio, value $214,535.

   13F-HR 0002031978-24-000001 filed by WR Wealth Planners, LLC
   Filed 2024-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-09-30

   13F 557 shares

   Change vs previous 13F -1 shares

   0.08% of the 13F portfolio, value $220,522.

   13F-HR 0002031978-24-000007 filed by WR Wealth Planners, LLC
   Filed 2024-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-06-30

   13F 558 shares

   Change vs previous 13F +140 shares

   0.08% of the 13F portfolio, value $219,461.

   13F-HR 0002031978-24-000006 filed by WR Wealth Planners, LLC
   Filed 2024-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-03-31

   13F 418 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $151,905.

   13F-HR 0002031978-24-000005 filed by WR Wealth Planners, LLC
   Filed 2024-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).