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WR Wealth Planners, LLC: MUB position timeline

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

WR Wealth Planners, LLC held 2,962 MUB 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 2,962 shares
    Change vs previous 13F -12,767 shares

    0.1% of the 13F portfolio, value $315,601.

    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 15,729 shares
    Change vs previous 13F +220 shares

    0.48% of the 13F portfolio, value $1,708,641.

    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 15,509 shares
    Change vs previous 13F -696 shares

    0.5% of the 13F portfolio, value $1,652,484.

    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 16,205 shares
    Change vs previous 13F +369 shares

    0.54% of the 13F portfolio, value $1,743,658.

    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 15,836 shares
    Change vs previous 13F +2,859 shares

    0.64% of the 13F portfolio, value $1,716,781.

    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 12,977 shares
    Change vs previous 13F +166 shares

    0.51% of the 13F portfolio, value $1,330,662.

    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 12,811 shares
    Change vs previous 13F +2,814 shares

    0.53% of the 13F portfolio, value $1,367,318.

    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 9,997 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,077,077.

    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).