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WR Wealth Planners, LLC: NVDA position timeline

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

WR Wealth Planners, LLC held 20,068 NVDA 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 20,068 shares
    Change vs previous 13F -11,910 shares

    0.87% of the 13F portfolio, value $2,694,994.

    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 31,978 shares
    Change vs previous 13F -3,065 shares

    1.08% of the 13F portfolio, value $3,883,413.

    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 35,043 shares
    Change vs previous 13F +31,411 shares

    1.32% of the 13F portfolio, value $4,329,217.

    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 3,632 shares
    Change vs previous 13F -1,918 shares

    1.02% of the 13F portfolio, value $3,282,167.

    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 5,550 shares
    Change vs previous 13F +337 shares

    1.02% of the 13F portfolio, value $2,748,237.

    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 5,213 shares
    Change vs previous 13F -39 shares

    0.86% of the 13F portfolio, value $2,267,800.

    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 5,252 shares
    Change vs previous 13F -399 shares

    0.86% of the 13F portfolio, value $2,221,857.

    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 5,651 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,569,757.

    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).