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WR Wealth Planners, LLC: MSFT position timeline

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

WR Wealth Planners, LLC held 10,349 MSFT 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 10,349 shares
    Change vs previous 13F -894 shares

    1.4% of the 13F portfolio, value $4,362,227.

    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 11,243 shares
    Change vs previous 13F +42 shares

    1.35% of the 13F portfolio, value $4,838,027.

    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 11,201 shares
    Change vs previous 13F +185 shares

    1.53% of the 13F portfolio, value $5,006,427.

    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 11,016 shares
    Change vs previous 13F +275 shares

    1.44% of the 13F portfolio, value $4,634,768.

    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 10,741 shares
    Change vs previous 13F +155 shares

    1.5% of the 13F portfolio, value $4,039,089.

    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 10,586 shares
    Change vs previous 13F +614 shares

    1.27% of the 13F portfolio, value $3,342,460.

    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 9,972 shares
    Change vs previous 13F +2,419 shares

    1.32% of the 13F portfolio, value $3,395,790.

    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 7,553 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,177,622.

    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).