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Disclosery

WR Wealth Planners, LLC: PLUG position timeline

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

WR Wealth Planners, LLC held 414 PLUG 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 414 shares
    Change vs previous 13F -2,172 shares

    <0.01% of the 13F portfolio, value $882.

    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 2,586 shares
    Change vs previous 13F -1,984 shares

    <0.01% of the 13F portfolio, value $5,844.

    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 4,570 shares
    Change vs previous 13F -1,426 shares

    <0.01% of the 13F portfolio, value $10,649.

    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 5,996 shares
    Change vs previous 13F -18,525 shares

    0.01% of the 13F portfolio, value $20,625.

    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 24,521 shares
    Change vs previous 13F +5,180 shares

    0.04% of the 13F portfolio, value $110,343.

    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 19,341 shares
    Change vs previous 13F +2,638 shares

    0.06% of the 13F portfolio, value $146,990.

    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 16,703 shares
    Change vs previous 13F +2,203 shares

    0.07% of the 13F portfolio, value $173,541.

    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 14,500 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $169,937.

    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).