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WR Wealth Planners, LLC: ON position timeline

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

WR Wealth Planners, LLC held 56 ON 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 56 shares
    Change vs previous 13F +25 shares

    <0.01% of the 13F portfolio, value $3,531.

    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 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $2,251.

    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 25 shares
    Change vs previous 13F -6,268 shares

    <0.01% of the 13F portfolio, value $1,714.

    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 6,293 shares
    Change vs previous 13F +1,404 shares

    0.14% of the 13F portfolio, value $462,850.

    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 4,889 shares
    Change vs previous 13F +689 shares

    0.15% of the 13F portfolio, value $408,378.

    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 4,200 shares
    Change vs previous 13F -1,029 shares

    0.15% of the 13F portfolio, value $390,390.

    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 5,229 shares
    Change vs previous 13F +211 shares

    0.19% of the 13F portfolio, value $494,559.

    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 5,018 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $413,082.

    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).