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WR Wealth Planners, LLC: PEP position timeline

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

WR Wealth Planners, LLC held 6,655 PEP 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 6,655 shares
    Change vs previous 13F -101 shares

    0.33% of the 13F portfolio, value $1,011,985.

    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 6,756 shares
    Change vs previous 13F +118 shares

    0.32% of the 13F portfolio, value $1,148,790.

    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 6,638 shares
    Change vs previous 13F +90 shares

    0.33% of the 13F portfolio, value $1,094,858.

    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 6,548 shares
    Change vs previous 13F -135 shares

    0.36% of the 13F portfolio, value $1,145,890.

    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 6,683 shares
    Change vs previous 13F +357 shares

    0.42% of the 13F portfolio, value $1,134,980.

    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 6,326 shares
    Change vs previous 13F +71 shares

    0.41% of the 13F portfolio, value $1,071,817.

    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 6,255 shares
    Change vs previous 13F +826 shares

    0.45% of the 13F portfolio, value $1,158,485.

    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 5,429 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $989,680.

    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).