Skip to content
Disclosery

WR Wealth Planners, LLC: PG position timeline

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

WR Wealth Planners, LLC held 12,508 PG 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 12,508 shares
    Change vs previous 13F -692 shares

    0.67% of the 13F portfolio, value $2,097,013.

    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 13,200 shares
    Change vs previous 13F +75 shares

    0.64% of the 13F portfolio, value $2,286,209.

    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 13,125 shares
    Change vs previous 13F +544 shares

    0.66% of the 13F portfolio, value $2,164,556.

    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 12,581 shares
    Change vs previous 13F +971 shares

    0.63% of the 13F portfolio, value $2,041,273.

    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 11,610 shares
    Change vs previous 13F +785 shares

    0.63% of the 13F portfolio, value $1,701,279.

    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 10,825 shares
    Change vs previous 13F +239 shares

    0.6% of the 13F portfolio, value $1,578,873.

    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 10,586 shares
    Change vs previous 13F +238 shares

    0.62% of the 13F portfolio, value $1,606,272.

    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 10,348 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,538,621.

    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).