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Disclosery

WR Wealth Planners, LLC: MBB position timeline

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

WR Wealth Planners, LLC held 2,903 MBB 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 2,903 shares
    Change vs previous 13F -2,883 shares

    0.09% of the 13F portfolio, value $266,124.

    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 5,786 shares
    Change vs previous 13F +77 shares

    0.15% of the 13F portfolio, value $554,333.

    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 5,709 shares
    Change vs previous 13F -153 shares

    0.16% of the 13F portfolio, value $524,097.

    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 5,862 shares
    Change vs previous 13F -1,057 shares

    0.17% of the 13F portfolio, value $541,720.

    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 6,919 shares
    Change vs previous 13F -1,470 shares

    0.24% of the 13F portfolio, value $650,963.

    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 8,389 shares
    Change vs previous 13F -2,931 shares

    0.28% of the 13F portfolio, value $744,965.

    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 11,320 shares
    Change vs previous 13F -279 shares

    0.41% of the 13F portfolio, value $1,055,760.

    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 11,599 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,098,773.

    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).