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WR Wealth Planners, LLC: MOO position timeline

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

WR Wealth Planners, LLC held 102 MOO 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 102 shares
    Change vs previous 13F -147 shares

    <0.01% of the 13F portfolio, value $6,581.

    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 249 shares
    Change vs previous 13F -205 shares

    0.01% of the 13F portfolio, value $18,771.

    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 454 shares
    Change vs previous 13F -138 shares

    0.01% of the 13F portfolio, value $31,810.

    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 592 shares
    Change vs previous 13F -7,027 shares

    0.01% of the 13F portfolio, value $44,450.

    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 7,619 shares
    Change vs previous 13F -1,354 shares

    0.22% of the 13F portfolio, value $580,388.

    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 8,973 shares
    Change vs previous 13F +469 shares

    0.27% of the 13F portfolio, value $706,163.

    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 8,504 shares
    Change vs previous 13F +287 shares

    0.27% of the 13F portfolio, value $695,019.

    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 8,217 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $713,715.

    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).