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WR Wealth Planners, LLC: NEWP position timeline

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

WR Wealth Planners, LLC held 60,800 NEWP 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 60,800 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $71,744.

    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 60,800 shares
    Change vs previous 13F -2,000 shares

    0.03% of the 13F portfolio, value $90,592.

    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 62,800 shares
    Change vs previous 13F +23,000 shares

    0.03% of the 13F portfolio, value $94,200.

    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 39,800 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $53,332.

    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 39,800 shares
    Change vs previous 13F -4,000 shares

    0.03% of the 13F portfolio, value $76,018.

    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 43,800 shares
    Change vs previous 13F +10,000 shares

    0.03% of the 13F portfolio, value $77,526.

    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 33,800 shares
    Change vs previous 13F +5,000 shares

    0.03% of the 13F portfolio, value $73,684.

    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 28,800 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $77,472.

    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).